Atria Investments’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 |
-12,783
| Closed | -$2.59M | – | 1056 |
|
|
2018
Q3 | $2.59M | Buy |
12,783
+1,370
| +12% | +$278K | 0.1% | 176 |
|
|
2018
Q2 | $2.09M | Buy |
11,413
+1,779
| +18% | +$326K | 0.09% | 227 |
|
|
2018
Q1 | $1.63M | Buy |
9,634
+860
| +10% | +$145K | 0.08% | 242 |
|
|
2017
Q4 | $1.58M | Sell |
8,774
-772
| -8% | -$139K | 0.08% | 251 |
|
|
2017
Q3 | $1.52M | Buy |
9,546
+188
| +2% | +$29.9K | 0.08% | 234 |
|
|
2017
Q2 | $1.42M | Buy |
9,358
+2,103
| +29% | +$319K | 0.09% | 236 |
|
|
2017
Q1 | $925K | Buy |
7,255
+3,038
| +72% | +$387K | 0.06% | 277 |
|
|
2016
Q4 | $523K | Buy |
4,217
+1,959
| +87% | +$243K | 0.04% | 330 |
|
|
2016
Q3 | $261K | Buy |
2,258
+312
| +16% | +$36.1K | 0.02% | 440 |
|
|
2016
Q2 | $222K | Buy |
+1,946
| New | +$222K | 0.02% | 425 |
|
|
2015
Q3 | – | Sell |
-1,950
| Closed | -$249K | – | 420 |
|
|
2015
Q2 | $249K | Sell |
1,950
-582
| -23% | -$74.3K | 0.03% | 343 |
|
|
2015
Q1 | $270K | Sell |
2,532
-495
| -16% | -$52.8K | 0.03% | 342 |
|
|
2014
Q4 | $269K | Sell |
3,027
-354
| -10% | -$31.5K | 0.03% | 352 |
|
|
2014
Q3 | $274K | Sell |
3,381
-40
| -1% | -$3.24K | 0.03% | 386 |
|
|
2014
Q2 | $277K | Buy |
3,421
+3
| +0.1% | +$243 | 0.03% | 349 |
|
|
2014
Q1 | $256K | Sell |
3,418
-66
| -2% | -$4.94K | 0.03% | 385 |
|
|
2013
Q4 | $239K | Sell |
3,484
-93
| -3% | -$6.38K | 0.02% | 412 |
|
|
2013
Q3 | $229K | Buy |
+3,577
| New | +$229K | 0.02% | 412 |
|