Waverton Investment Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,778
| Closed | -$564K | – | 48 |
|
|
2019
Q3 | $564K | Sell |
10,778
-1,448
| -12% | -$75.8K | 0.03% | 72 |
|
|
2019
Q2 | $670K | Buy |
12,226
+515
| +4% | +$28.2K | 0.03% | 74 |
|
|
2019
Q1 | $586K | Buy |
11,711
+135
| +1% | +$6.76K | 0.03% | 69 |
|
|
2018
Q4 | $527K | Buy |
11,576
+600
| +5% | +$27.3K | 0.03% | 67 |
|
|
2018
Q3 | $517K | Hold |
10,976
| – | – | 0.03% | 69 |
|
|
2018
Q2 | $472K | Hold |
10,976
| – | – | 0.03% | 70 |
|
|
2018
Q1 | $480K | Buy |
+10,976
| New | +$480K | 0.03% | 72 |
|