WP
WealthSource Partners’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,402
| Closed | -$233K | – | 342 |
|
|
2019
Q4 | $233K | Sell |
4,402
-752
| -15% | -$39.8K | 0.03% | 361 |
|
|
2019
Q3 | $270K | Sell |
5,154
-828
| -14% | -$43.4K | 0.04% | 343 |
|
|
2019
Q2 | $328K | Buy |
5,982
+1,237
| +26% | +$67.8K | 0.05% | 316 |
|
|
2019
Q1 | $237K | Sell |
4,745
-205
| -4% | -$10.2K | 0.05% | 303 |
|
|
2018
Q4 | $226K | Buy |
4,950
+251
| +5% | +$11.5K | 0.07% | 253 |
|
|
2018
Q3 | $221K | Buy |
+4,699
| New | +$221K | 0.06% | 276 |
|
|
2017
Q1 | – | Sell |
-3,013
| Closed | -$210K | – | 287 |
|
|
2016
Q4 | $210K | Sell |
3,013
-346
| -10% | -$24.1K | 0.09% | 218 |
|
|
2016
Q3 | $241K | Sell |
3,359
-810
| -19% | -$58.1K | 0.09% | 210 |
|
|
2016
Q2 | $301K | Buy |
4,169
+109
| +3% | +$7.87K | 0.11% | 167 |
|
|
2016
Q1 | $256K | Buy |
+4,060
| New | +$256K | 0.1% | 183 |
|