Baldwin Wealth Partners’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 |
-185
| Closed | -$38K | – | 559 |
|
|
2018
Q3 | $38K | Hold |
185
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $34K | Sell |
185
-25
| -12% | -$4.6K | 0.01% | 352 |
|
|
2018
Q1 | $35K | Sell |
210
-50
| -19% | -$8.33K | 0.01% | 332 |
|
|
2017
Q4 | $47K | Buy |
260
+60
| +30% | +$10.8K | 0.01% | 310 |
|
|
2017
Q3 | $32K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2017
Q2 | $30K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
|
2017
Q1 | $26K | Buy |
+200
| New | +$26K | ﹤0.01% | 352 |
|