B. Riley Wealth Advisors’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 |
-3,320
| Closed | -$675K | – | 764 |
|
|
2018
Q3 | $675K | Buy |
3,320
+28
| +0.9% | +$5.69K | 0.08% | 270 |
|
|
2018
Q2 | $605K | Sell |
3,292
-663
| -17% | -$122K | 0.08% | 271 |
|
|
2018
Q1 | $669K | Buy |
3,955
+461
| +13% | +$78K | 0.09% | 235 |
|
|
2017
Q4 | $632K | Buy |
3,494
+645
| +23% | +$117K | 0.09% | 257 |
|
|
2017
Q3 | $454K | Sell |
2,849
-10
| -0.3% | -$1.59K | 0.08% | 280 |
|
|
2017
Q2 | $436K | Buy |
2,859
+119
| +4% | +$18.1K | 0.08% | 278 |
|
|
2017
Q1 | $350K | Sell |
2,740
-87
| -3% | -$11.1K | 0.07% | 300 |
|
|
2016
Q4 | $352K | Buy |
2,827
+277
| +11% | +$34.5K | 0.07% | 313 |
|
|
2016
Q3 | $296K | Buy |
2,550
+20
| +0.8% | +$2.32K | 0.06% | 405 |
|
|
2016
Q2 | $309K | Sell |
2,530
-50
| -2% | -$6.11K | 0.06% | 388 |
|
|
2016
Q1 | $290K | Buy |
2,580
+31
| +1% | +$3.48K | 0.07% | 362 |
|
|
2015
Q4 | $276K | Buy |
2,549
+84
| +3% | +$9.1K | 0.06% | 390 |
|
|
2015
Q3 | $270K | Buy |
2,465
+69
| +3% | +$7.56K | 0.06% | 386 |
|
|
2015
Q2 | $306K | Buy |
+2,396
| New | +$306K | 0.08% | 328 |
|
|
2015
Q1 | – | Sell |
-614
| Closed | -$55 | – | 2361 |
|
|
2014
Q4 | $55 | Buy |
+614
| New | +$55 | ﹤0.01% | 2042 |
|
|
2014
Q3 | – | Sell |
-704
| Closed | -$57.1K | – | 2207 |
|
|
2014
Q2 | $57.1K | Buy |
+704
| New | +$57.1K | 0.01% | 979 |
|