CWM
AET
Confluence Wealth Management’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,547
| Closed | -$1.33M | – | 127 |
|
|
2018
Q3 | $1.33M | Sell |
6,547
-83
| -1% | -$16.8K | 0.69% | 37 |
|
|
2018
Q2 | $1.22M | Sell |
6,630
-511
| -7% | -$93.8K | 0.64% | 39 |
|
|
2018
Q1 | $1.21M | Sell |
7,141
-34
| -0.5% | -$5.75K | 0.62% | 39 |
|
|
2017
Q4 | $1.29M | Sell |
7,175
-231
| -3% | -$41.7K | 0.61% | 39 |
|
|
2017
Q3 | $1.18M | Sell |
7,406
-251
| -3% | -$39.9K | 0.58% | 43 |
|
|
2017
Q2 | $1.16M | Buy |
7,657
+41
| +0.5% | +$6.23K | 0.56% | 42 |
|
|
2017
Q1 | $971K | Sell |
7,616
-1,818
| -19% | -$232K | 0.48% | 49 |
|
|
2016
Q4 | $1.17M | Sell |
9,434
-147
| -2% | -$18.2K | 0.59% | 40 |
|
|
2016
Q3 | $1.11M | Sell |
9,581
-183
| -2% | -$21.1K | 0.54% | 44 |
|
|
2016
Q2 | $1.19M | Sell |
9,764
-469
| -5% | -$57.3K | 0.59% | 43 |
|
|
2016
Q1 | $1.15M | Buy |
10,233
+100
| +1% | +$11.2K | 0.52% | 51 |
|
|
2015
Q4 | $1.1M | Sell |
10,133
-163
| -2% | -$17.6K | 0.53% | 46 |
|
|
2015
Q3 | $1.13M | Buy |
10,296
+712
| +7% | +$77.9K | 0.61% | 46 |
|
|
2015
Q2 | $1.22M | Buy |
9,584
+513
| +6% | +$65.4K | 0.67% | 43 |
|
|
2015
Q1 | $966K | Buy |
9,071
+6,804
| +300% | +$725K | 0.56% | 49 |
|
|
2014
Q4 | $201K | Buy |
+2,267
| New | +$201K | 0.13% | 88 |
|