Creative Planning’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 |
-21,422
| Closed | -$4.35M | – | 2004 |
|
|
2018
Q3 | $4.35M | Sell |
21,422
-525
| -2% | -$106K | 0.02% | 298 |
|
|
2018
Q2 | $4.03M | Buy |
21,947
+2,161
| +11% | +$397K | 0.02% | 306 |
|
|
2018
Q1 | $3.34M | Buy |
19,786
+38
| +0.2% | +$6.42K | 0.01% | 335 |
|
|
2017
Q4 | $3.56M | Buy |
19,748
+1,666
| +9% | +$301K | 0.02% | 313 |
|
|
2017
Q3 | $2.88M | Sell |
18,082
-169
| -0.9% | -$26.9K | 0.01% | 364 |
|
|
2017
Q2 | $2.77M | Buy |
18,251
+1,677
| +10% | +$255K | 0.01% | 346 |
|
|
2017
Q1 | $2.11M | Buy |
16,574
+1,946
| +13% | +$248K | 0.01% | 404 |
|
|
2016
Q4 | $1.81M | Sell |
14,628
-4,051
| -22% | -$502K | 0.01% | 431 |
|
|
2016
Q3 | $2.16M | Buy |
18,679
+6,257
| +50% | +$722K | 0.01% | 356 |
|
|
2016
Q2 | $1.52M | Buy |
12,422
+357
| +3% | +$43.6K | 0.01% | 407 |
|
|
2016
Q1 | $1.36M | Sell |
12,065
-136
| -1% | -$15.3K | 0.01% | 412 |
|
|
2015
Q4 | $1.32M | Buy |
12,201
+1,196
| +11% | +$129K | 0.01% | 419 |
|
|
2015
Q3 | $1.2M | Buy |
+11,005
| New | +$1.2M | 0.01% | 434 |
|
|
2015
Q2 | – | Sell |
-10,723
| Closed | -$1.14M | – | 3444 |
|
|
2015
Q1 | $1.14M | Sell |
10,723
-2,107
| -16% | -$224K | 0.01% | 420 |
|
|
2014
Q4 | $1.14M | Sell |
12,830
-3,026
| -19% | -$269K | 0.01% | 410 |
|
|
2014
Q3 | $1.28M | Buy |
15,856
+4,495
| +40% | +$364K | 0.01% | 335 |
|
|
2014
Q2 | $921K | Buy |
11,361
+701
| +7% | +$56.8K | 0.01% | 411 |
|
|
2014
Q1 | $799K | Hold |
10,660
| – | – | 0.01% | 442 |
|
|
2013
Q4 | $731K | Sell |
10,660
-689
| -6% | -$47.2K | 0.01% | 396 |
|
|
2013
Q3 | $727K | Buy |
11,349
+6,815
| +150% | +$437K | 0.01% | 336 |
|
|
2013
Q2 | $288K | Buy |
+4,534
| New | +$288K | 0.01% | 560 |
|