Dowling & Yahnke’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 |
-5,869
| Closed | -$1.19M | – | 292 |
|
|
2018
Q3 | $1.19M | Sell |
5,869
-145
| -2% | -$29.4K | 0.1% | 183 |
|
|
2018
Q2 | $1.1M | Buy |
6,014
+60
| +1% | +$11K | 0.1% | 185 |
|
|
2018
Q1 | $1.01M | Sell |
5,954
-107
| -2% | -$18.1K | 0.09% | 189 |
|
|
2017
Q4 | $1.09M | Sell |
6,061
-45
| -0.7% | -$8.12K | 0.1% | 185 |
|
|
2017
Q3 | $971K | Buy |
6,106
+220
| +4% | +$35K | 0.1% | 183 |
|
|
2017
Q2 | $894K | Sell |
5,886
-25
| -0.4% | -$3.8K | 0.09% | 183 |
|
|
2017
Q1 | $754K | Buy |
5,911
+86
| +1% | +$11K | 0.08% | 198 |
|
|
2016
Q4 | $722K | Buy |
5,825
+407
| +8% | +$50.4K | 0.08% | 188 |
|
|
2016
Q3 | $626K | Buy |
5,418
+854
| +19% | +$98.7K | 0.07% | 189 |
|
|
2016
Q2 | $557K | Buy |
4,564
+1,035
| +29% | +$126K | 0.07% | 194 |
|
|
2016
Q1 | $396K | Buy |
3,529
+885
| +33% | +$99.3K | 0.05% | 208 |
|
|
2015
Q4 | $286K | Buy |
2,644
+721
| +37% | +$78K | 0.04% | 229 |
|
|
2015
Q3 | $210K | Buy |
+1,923
| New | +$210K | 0.03% | 246 |
|