Tilia Fiduciary Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-372
| Closed | -$26K | – | 102 |
|
|
2023
Q2 | $26K | Buy |
372
+171
| +85% | +$11.9K | 0.02% | 275 |
|
|
2023
Q1 | $13K | Hold |
201
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $14.5K | Hold |
201
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $12K | Sell |
201
-34
| -14% | -$2.03K | 0.01% | 350 |
|
|
2022
Q2 | $13K | Buy |
235
+34
| +17% | +$1.88K | 0.01% | 355 |
|
|
2022
Q1 | $13K | Sell |
201
-133
| -40% | -$8.6K | 0.01% | 376 |
|
|
2021
Q4 | $20K | Buy |
+334
| New | +$20K | 0.02% | 334 |
|