EWM
AET
Edge Wealth Management’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2
| Closed | -$1K | – | 562 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 495 |
|
|
2016
Q1 | – | Sell |
-44,421
| Closed | -$4.85M | – | 506 |
|
|
2015
Q4 | $4.85M | Buy |
44,421
+13,724
| +45% | +$1.5M | 1.83% | 18 |
|
|
2015
Q3 | $3.33M | Sell |
30,697
-817
| -3% | -$88.7K | 1.26% | 30 |
|
|
2015
Q2 | $4.03M | Sell |
31,514
-5,189
| -14% | -$663K | 1.38% | 27 |
|
|
2015
Q1 | $3.93M | Sell |
36,703
-40,481
| -52% | -$4.34M | 1.32% | 26 |
|
|
2014
Q4 | $6.89M | Buy |
77,184
+2,221
| +3% | +$198K | 2.53% | 13 |
|
|
2014
Q3 | $6.09M | Buy |
74,963
+843
| +1% | +$68.5K | 2.35% | 16 |
|
|
2014
Q2 | $6.01M | Buy |
74,120
+3,978
| +6% | +$323K | 2.5% | 15 |
|
|
2014
Q1 | $5.26M | Sell |
70,142
-3,030
| -4% | -$227K | 2.2% | 19 |
|
|
2013
Q4 | $5.02M | Buy |
73,172
+1,303
| +2% | +$89.4K | 2.32% | 20 |
|
|
2013
Q3 | $4.6M | Sell |
71,869
-1,714
| -2% | -$110K | 2.81% | 15 |
|
|
2013
Q2 | $4.71M | Buy |
+73,583
| New | +$4.71M | 3.15% | 12 |
|