B. Riley Wealth Management’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-900
| Closed | -$114K | – | 913 |
|
|
2015
Q2 | $114K | Buy |
900
+100
| +13% | +$12.7K | 0.09% | 252 |
|
|
2015
Q1 | $85K | Sell |
800
-150
| -16% | -$15.9K | 0.06% | 322 |
|
|
2014
Q4 | $84K | Hold |
950
| – | – | 0.07% | 304 |
|
|
2014
Q3 | $76K | Sell |
950
-100
| -10% | -$8K | 0.06% | 341 |
|
|
2014
Q2 | $85K | Hold |
1,050
| – | – | 0.06% | 379 |
|
|
2014
Q1 | $79K | Buy |
+1,050
| New | +$79K | 0.06% | 359 |
|