Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-601
| Closed | -$122K | – | 239 |
|
|
2018
Q3 | $122K | Hold |
601
| – | – | 0.06% | 56 |
|
|
2018
Q2 | $117K | Hold |
601
| – | – | 0.06% | 53 |
|
|
2018
Q1 | $102K | Hold |
601
| – | – | 0.05% | 58 |
|
|
2017
Q4 | $108K | Hold |
601
| – | – | 0.06% | 53 |
|
|
2017
Q3 | $96K | Buy |
601
+150
| +33% | +$24K | 0.06% | 51 |
|
|
2017
Q2 | $68K | Hold |
451
| – | – | 0.04% | 75 |
|
|
2017
Q1 | $58K | Hold |
451
| – | – | 0.04% | 77 |
|
|
2016
Q4 | $56K | Hold |
451
| – | – | 0.05% | 65 |
|
|
2016
Q3 | $51K | Hold |
451
| – | – | 0.04% | 68 |
|
|
2016
Q2 | $55K | Hold |
451
| – | – | 0.06% | 48 |
|
|
2016
Q1 | $51K | Hold |
451
| – | – | 0.06% | 48 |
|
|
2015
Q4 | $49K | Hold |
451
| – | – | 0.04% | 50 |
|
|
2015
Q3 | $49K | Hold |
451
| – | – | 0.05% | 47 |
|
|
2015
Q2 | $57K | Hold |
451
| – | – | 0.04% | 65 |
|
|
2015
Q1 | $48K | Buy |
451
+150
| +50% | +$16K | 0.04% | 61 |
|
|
2014
Q4 | $27K | Buy |
+301
| New | +$27K | 0.03% | 60 |
|