Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,661
| Closed | -$252K | – | 156 |
|
|
2017
Q2 | $252K | Sell |
1,661
-1,601
| -49% | -$243K | 0.24% | 117 |
|
|
2017
Q1 | $405K | Buy |
3,262
+14
| +0.4% | +$1.74K | 0.09% | 293 |
|
|
2016
Q4 | $403K | Buy |
3,248
+12
| +0.4% | +$1.49K | 0.09% | 301 |
|
|
2016
Q3 | $377K | Sell |
3,236
-188
| -5% | -$21.9K | 0.05% | 436 |
|
|
2016
Q2 | $417K | Buy |
3,424
+226
| +7% | +$27.5K | 0.06% | 380 |
|
|
2016
Q1 | $357K | Sell |
3,198
-245
| -7% | -$27.4K | 0.05% | 422 |
|
|
2015
Q4 | $373K | Buy |
3,443
+48
| +1% | +$5.2K | 0.05% | 420 |
|
|
2015
Q3 | $371K | Sell |
3,395
-151
| -4% | -$16.5K | 0.05% | 425 |
|
|
2015
Q2 | $453K | Buy |
+3,546
| New | +$453K | 0.06% | 380 |
|
|
2015
Q1 | – | Sell |
-4,133
| Closed | -$369K | – | 653 |
|
|
2014
Q4 | $369K | Buy |
4,133
+317
| +8% | +$28.3K | 0.06% | 390 |
|
|
2014
Q3 | $308K | Buy |
3,816
+156
| +4% | +$12.6K | 0.04% | 386 |
|
|
2014
Q2 | $282K | Buy |
3,660
+544
| +17% | +$41.9K | 0.03% | 428 |
|
|
2014
Q1 | $230K | Buy |
+3,116
| New | +$230K | 0.03% | 472 |
|