WealthShield Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,461
| Closed | -$239K | – | 244 |
|
2021
Q2 | $239K | Sell |
4,461
-519
| -10% | -$27.8K | 0.04% | 237 |
|
2021
Q1 | $255K | Sell |
4,980
-4,361
| -47% | -$223K | 0.05% | 224 |
|
2020
Q4 | $416K | Buy |
9,341
+2,027
| +28% | +$90.3K | 0.08% | 197 |
|
2020
Q3 | $266K | Buy |
7,314
+408
| +6% | +$14.8K | 0.09% | 205 |
|
2020
Q2 | $249K | Buy |
+6,906
| New | +$249K | 0.11% | 169 |
|
2020
Q1 | – | Sell |
-8,361
| Closed | -$442K | – | 266 |
|
2019
Q4 | $442K | Sell |
8,361
-2,470
| -23% | -$131K | 0.22% | 105 |
|
2019
Q3 | $567K | Buy |
10,831
+1,402
| +15% | +$73.4K | 0.3% | 76 |
|
2019
Q2 | $517K | Buy |
9,429
+3,093
| +49% | +$170K | 0.3% | 74 |
|
2019
Q1 | $317K | Buy |
6,336
+1,018
| +19% | +$50.9K | 0.18% | 100 |
|
2018
Q4 | $242K | Buy |
5,318
+1,036
| +24% | +$47.1K | 0.16% | 105 |
|
2018
Q3 | $202K | Buy |
+4,282
| New | +$202K | 0.12% | 125 |
|