Wealthspire Advisors (Maryland)’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-418
| Closed | -$40K | – | 492 |
|
|
2019
Q1 | $40K | Buy |
418
+2
| +0.5% | +$191 | ﹤0.01% | 969 |
|
|
2018
Q4 | $38K | Sell |
416
-24
| -5% | -$2.19K | ﹤0.01% | 965 |
|
|
2018
Q3 | $49K | Sell |
440
-58
| -12% | -$6.46K | ﹤0.01% | 979 |
|
|
2018
Q2 | $53K | Buy |
498
+62
| +14% | +$6.6K | ﹤0.01% | 951 |
|
|
2018
Q1 | $49K | Sell |
436
-23
| -5% | -$2.59K | ﹤0.01% | 988 |
|
|
2017
Q4 | $50K | Sell |
459
-51
| -10% | -$5.56K | ﹤0.01% | 1007 |
|
|
2017
Q3 | $53K | Sell |
510
-31
| -6% | -$3.22K | 0.01% | 953 |
|
|
2017
Q2 | $54K | Sell |
541
-2
| -0.4% | -$200 | 0.01% | 921 |
|
|
2017
Q1 | $52K | Buy |
543
+58
| +12% | +$5.55K | 0.01% | 784 |
|
|
2016
Q4 | $43K | Buy |
485
+96
| +25% | +$8.51K | 0.01% | 811 |
|
|
2016
Q3 | $29K | Hold |
389
| – | – | ﹤0.01% | 943 |
|
|
2016
Q2 | $29K | Hold |
389
| – | – | ﹤0.01% | 875 |
|
|
2016
Q1 | $27K | Hold |
389
| – | – | ﹤0.01% | 863 |
|
|
2015
Q4 | $28K | Buy |
+389
| New | +$28K | 0.01% | 862 |
|