WealthPLAN 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 |
-1,305
| Closed | -$91.1K | – | 330 |
|
|
2023
Q2 | $91.1K | Hold |
1,305
| – | – | 0.01% | 414 |
|
|
2023
Q1 | $84.2K | Buy |
+1,305
| New | +$84.2K | 0.01% | 461 |
|
|
2017
Q2 | – | Sell |
-218
| Closed | -$7.87K | – | 187 |
|
|
2017
Q1 | $7.87K | Buy |
+218
| New | +$7.87K | 0.03% | 298 |
|
|
2016
Q3 | $14.6K | Sell |
410
-406
| -50% | -$14.5K | ﹤0.01% | 541 |
|
|
2016
Q2 | $14.8K | Buy |
+816
| New | +$14.8K | ﹤0.01% | 1565 |
|
|
2015
Q4 | $6.54K | Buy |
+654
| New | +$6.54K | ﹤0.01% | 1277 |
|
|
2015
Q2 | $8K | Hold |
262
| – | – | ﹤0.01% | 319 |
|
|
2015
Q1 | $8K | Buy |
+262
| New | +$8K | ﹤0.01% | 390 |
|