Beaumont Financial Advisors’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,519
| Closed | -$375K | – | 162 |
|
|
2016
Q1 | $375K | Buy |
+3,519
| New | +$375K | 0.06% | 100 |
|
|
2015
Q4 | – | Sell |
-1,830
| Closed | -$233K | – | 153 |
|
|
2015
Q3 | $233K | Hold |
1,830
| – | – | 0.03% | 121 |
|
|
2015
Q2 | $233K | Sell |
1,830
-1,839
| -50% | -$234K | 0.03% | 121 |
|
|
2015
Q1 | $391K | Sell |
3,669
-547
| -13% | -$58.3K | 0.01% | 118 |
|
|
2014
Q4 | $375K | Sell |
4,216
-15,492
| -79% | -$1.38M | 0.02% | 124 |
|
|
2014
Q3 | $1.6M | Sell |
19,708
-108,000
| -85% | -$8.75M | 0.1% | 93 |
|
|
2014
Q2 | $10.4M | Sell |
127,708
-4,349
| -3% | -$353K | 0.73% | 60 |
|
|
2014
Q1 | $9.9M | Sell |
132,057
-11,074
| -8% | -$830K | 0.81% | 38 |
|
|
2013
Q4 | $9.82M | Buy |
143,131
+20,471
| +17% | +$1.4M | 0.81% | 50 |
|
|
2013
Q3 | $7.85M | Buy |
+122,660
| New | +$7.85M | 0.7% | 54 |
|