Whittier Trust’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$73.7K | – | 1512 |
|
|
2023
Q4 | $73.7K | Buy |
1,500
+1,485
| +9,900% | +$73K | ﹤0.01% | 835 |
|
|
2023
Q3 | $319 | Buy |
+15
| New | +$319 | ﹤0.01% | 1602 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$521 | – | 1606 |
|
|
2022
Q4 | $521 | Buy |
+54
| New | +$521 | ﹤0.01% | 1574 |
|