SWS
SYSTM Wealth Solutions’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $112K | Sell |
1,006
-52,359
| -98% | -$5.85M | 3.41% | 14 |
|
|
2024
Q2 | $4.77M | Buy |
53,365
+10,156
| +24% | +$907K | 1.06% | 27 |
|
|
2024
Q1 | $3.71M | Buy |
43,209
+14,699
| +52% | +$1.26M | 0.47% | 56 |
|
|
2023
Q4 | $2.35M | Sell |
28,510
-26,043
| -48% | -$2.15M | 0.33% | 85 |
|
|
2023
Q3 | $4.19M | Buy |
54,553
+1,699
| +3% | +$130K | 0.64% | 36 |
|
|
2023
Q2 | $3.69M | Sell |
52,854
-6,085
| -10% | -$425K | 0.5% | 49 |
|
|
2023
Q1 | $3.8M | Buy |
58,939
+196
| +0.3% | +$12.6K | 0.59% | 38 |
|
|
2022
Q4 | $4.23M | Buy |
+58,743
| New | +$4.23M | 0.53% | 45 |
|