Total Clarity Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,700
| Closed | -$626K | – | 180 |
|
|
2022
Q4 | $626K | Hold |
8,700
| – | – | 0.32% | 83 |
|
|
2022
Q3 | $489K | Hold |
8,700
| – | – | 0.31% | 85 |
|
|
2022
Q2 | $481K | Buy |
8,700
+1,600
| +23% | +$88.5K | 0.25% | 96 |
|
|
2022
Q1 | $457K | Hold |
7,100
| – | – | 0.25% | 106 |
|
|
2021
Q4 | $415K | Hold |
7,100
| – | – | 0.19% | 121 |
|
|
2021
Q3 | $370K | Hold |
7,100
| – | – | 0.18% | 134 |
|
|
2021
Q2 | $381K | Sell |
7,100
-160
| -2% | -$8.59K | 0.21% | 132 |
|
|
2021
Q1 | $264K | Hold |
7,260
| – | – | 0.15% | 143 |
|
|
2020
Q4 | $323K | Hold |
7,260
| – | – | 0.22% | 108 |
|
|
2020
Q3 | $264K | Sell |
7,260
-600
| -8% | -$21.8K | 0.23% | 105 |
|
|
2020
Q2 | $283K | Hold |
7,860
| – | – | 0.26% | 103 |
|
|
2020
Q1 | $269K | Sell |
7,860
-550
| -7% | -$18.8K | 0.42% | 78 |
|
|
2019
Q4 | $445K | Buy |
+8,410
| New | +$445K | 0.33% | 68 |
|