Clearstead Trust’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 |
-1,350
| Closed | -$274K | – | 242 |
|
|
2018
Q3 | $274K | Sell |
1,350
-200
| -13% | -$40.6K | 0.21% | 82 |
|
|
2018
Q2 | $284K | Hold |
1,550
| – | – | 0.25% | 81 |
|
|
2018
Q1 | $262K | Hold |
1,550
| – | – | 0.22% | 83 |
|
|
2017
Q4 | $280K | Hold |
1,550
| – | – | 0.19% | 91 |
|
|
2017
Q3 | $246K | Hold |
1,550
| – | – | 0.18% | 105 |
|
|
2017
Q2 | $235K | Buy |
+1,550
| New | +$235K | 0.19% | 95 |
|