Dynamic Advisor Solutions’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,694
| Closed | -$546K | – | 451 |
|
|
2018
Q3 | $546K | Hold |
2,694
| – | – | 0.11% | 205 |
|
|
2018
Q2 | $494K | Buy |
2,694
+20
| +0.7% | +$3.67K | 0.11% | 215 |
|
|
2018
Q1 | $452K | Buy |
2,674
+274
| +11% | +$46.3K | 0.12% | 200 |
|
|
2017
Q4 | $433K | Sell |
2,400
-6
| -0.2% | -$1.08K | 0.14% | 166 |
|
|
2017
Q3 | $383K | Hold |
2,406
| – | – | 0.15% | 162 |
|
|
2017
Q2 | $365K | Hold |
2,406
| – | – | 0.14% | 164 |
|
|
2017
Q1 | $307K | Hold |
2,406
| – | – | 0.12% | 172 |
|
|
2016
Q4 | $298K | Buy |
2,406
+6
| +0.3% | +$743 | 0.12% | 175 |
|
|
2016
Q3 | $277K | Hold |
2,400
| – | – | 0.1% | 199 |
|
|
2016
Q2 | $293K | Hold |
2,400
| – | – | 0.12% | 166 |
|
|
2016
Q1 | $270K | Hold |
2,400
| – | – | 0.11% | 174 |
|
|
2015
Q4 | $259K | Hold |
2,400
| – | – | 0.11% | 189 |
|
|
2015
Q3 | $263K | Sell |
2,400
-53
| -2% | -$5.81K | 0.13% | 150 |
|
|
2015
Q2 | $313K | Buy |
2,453
+53
| +2% | +$6.76K | 0.18% | 120 |
|
|
2015
Q1 | $256K | Hold |
2,400
| – | – | 0.13% | 166 |
|
|
2014
Q4 | $213K | Buy |
+2,400
| New | +$213K | 0.11% | 175 |
|