YorkBridge Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-954
| Closed | -$52K | – | 182 |
|
|
2019
Q2 | $52K | Hold |
954
| – | – | 0.02% | 362 |
|
|
2019
Q1 | $48K | Hold |
954
| – | – | 0.02% | 365 |
|
|
2018
Q4 | $43K | Sell |
954
-436
| -31% | -$19.7K | 0.02% | 343 |
|
|
2018
Q3 | $66K | Hold |
1,390
| – | – | 0.03% | 332 |
|
|
2018
Q2 | $60K | Hold |
1,390
| – | – | 0.03% | 348 |
|
|
2018
Q1 | $62K | Sell |
1,390
-2,200
| -61% | -$98.1K | 0.03% | 349 |
|
|
2017
Q4 | $155K | Buy |
3,590
+1,042
| +41% | +$45K | 0.07% | 210 |
|
|
2017
Q3 | $104K | Buy |
2,548
+256
| +11% | +$10.4K | 0.05% | 275 |
|
|
2017
Q2 | $90K | Buy |
2,292
+1,868
| +441% | +$73.4K | 0.05% | 295 |
|
|
2017
Q1 | $16K | Hold |
424
| – | – | 0.01% | 548 |
|
|
2016
Q4 | $15K | Buy |
+424
| New | +$15K | 0.01% | 504 |
|