TrueWealth LLC’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $176K | Hold |
4,876
| – | – | 0.07% | 142 |
|
|
2020
Q1 | $167K | Sell |
4,876
-26
| -0.5% | -$890 | 0.08% | 134 |
|
|
2019
Q4 | $259K | Hold |
4,902
| – | – | 0.1% | 113 |
|
|
2019
Q3 | $256K | Sell |
4,902
-1,449
| -23% | -$75.7K | 0.11% | 111 |
|
|
2019
Q2 | $348K | Hold |
6,351
| – | – | 0.15% | 94 |
|
|
2019
Q1 | $318K | Sell |
6,351
-139
| -2% | -$6.96K | 0.15% | 97 |
|
|
2018
Q4 | $296K | Buy |
6,490
+1,986
| +44% | +$90.6K | 0.15% | 96 |
|
|
2018
Q3 | $212K | Buy |
4,504
+103
| +2% | +$4.85K | 0.1% | 124 |
|
|
2018
Q2 | $189K | Sell |
4,401
-663
| -13% | -$28.5K | 0.09% | 138 |
|
|
2018
Q1 | $222K | Sell |
5,064
-44
| -0.9% | -$1.93K | 0.11% | 118 |
|
|
2017
Q4 | $224K | Buy |
+5,108
| New | +$224K | 0.11% | 125 |
|