Aspen Investment Management’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,751
| Closed | -$964K | – | 151 |
|
|
2018
Q3 | $964K | Sell |
4,751
-25
| -0.5% | -$5.07K | 0.64% | 47 |
|
|
2018
Q2 | $876K | Sell |
4,776
-150
| -3% | -$27.5K | 0.61% | 51 |
|
|
2018
Q1 | $832K | Sell |
4,926
-1,011
| -17% | -$171K | 0.6% | 55 |
|
|
2017
Q4 | $1.07M | Sell |
5,937
-60
| -1% | -$10.8K | 0.76% | 38 |
|
|
2017
Q3 | $954K | Buy |
5,997
+350
| +6% | +$55.7K | 0.71% | 41 |
|
|
2017
Q2 | $857K | Hold |
5,647
| – | – | 0.64% | 40 |
|
|
2017
Q1 | $720K | Sell |
5,647
-30
| -0.5% | -$3.83K | 0.53% | 46 |
|
|
2016
Q4 | $704K | Hold |
5,677
| – | – | 0.53% | 47 |
|
|
2016
Q3 | $655K | Sell |
5,677
-100
| -2% | -$11.5K | 0.52% | 49 |
|
|
2016
Q2 | $706K | Hold |
5,777
| – | – | 0.58% | 41 |
|
|
2016
Q1 | $649K | Sell |
5,777
-80
| -1% | -$8.99K | 0.59% | 45 |
|
|
2015
Q4 | $633K | Hold |
5,857
| – | – | 0.63% | 50 |
|
|
2015
Q3 | $641K | Sell |
5,857
-75
| -1% | -$8.21K | 0.63% | 48 |
|
|
2015
Q2 | $756K | Hold |
5,932
| – | – | 0.63% | 48 |
|
|
2015
Q1 | $632K | Buy |
5,932
+2,505
| +73% | +$267K | 0.51% | 54 |
|
|
2014
Q4 | $304K | Sell |
3,427
-50
| -1% | -$4.44K | 0.26% | 92 |
|
|
2014
Q3 | $282K | Hold |
3,477
| – | – | 0.24% | 94 |
|
|
2014
Q2 | $282K | Sell |
3,477
-30
| -0.9% | -$2.43K | 0.17% | 107 |
|
|
2014
Q1 | $263K | Hold |
3,507
| – | – | 0.17% | 105 |
|
|
2013
Q4 | $241K | Sell |
3,507
-75
| -2% | -$5.15K | 0.16% | 111 |
|
|
2013
Q3 | $229K | Sell |
3,582
-24
| -0.7% | -$1.53K | 0.16% | 106 |
|
|
2013
Q2 | $229K | Buy |
+3,606
| New | +$229K | 0.16% | 103 |
|