Weatherly Asset Management’s American Financial Group Inc AFW.CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-7,350
| Closed | -$190K | – | 209 |
|
2014
Q2 | $190K | Sell |
7,350
-2,150
| -23% | -$55.6K | 0.08% | 148 |
|
2014
Q1 | $241K | Sell |
9,500
-300
| -3% | -$7.61K | 0.11% | 123 |
|
2013
Q4 | $232K | Hold |
9,800
| – | – | 0.11% | 131 |
|
2013
Q3 | $233K | Hold |
9,800
| – | – | 0.12% | 129 |
|
2013
Q2 | $251K | Buy |
+9,800
| New | +$251K | 0.14% | 111 |
|