Beese Fulmer Investment Management’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,219
| Closed | -$224K | – | 200 |
|
|
2018
Q2 | $224K | Hold |
1,219
| – | – | 0.05% | 171 |
|
|
2018
Q1 | $206K | Hold |
1,219
| – | – | 0.05% | 173 |
|
|
2017
Q4 | $220K | Buy |
+1,219
| New | +$220K | 0.05% | 171 |
|
|
2015
Q1 | – | Sell |
-2,534
| Closed | -$225K | – | 158 |
|
|
2014
Q4 | $225K | Hold |
2,534
| – | – | 0.07% | 138 |
|
|
2014
Q3 | $205K | Hold |
2,534
| – | – | 0.07% | 148 |
|
|
2014
Q2 | $205K | Buy |
+2,534
| New | +$205K | 0.07% | 148 |
|