EWM
AET
Evercore Wealth Management’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$108K | – | 895 |
|
|
2017
Q4 | $108K | Hold |
600
| – | – | ﹤0.01% | 449 |
|
|
2017
Q3 | $95K | Hold |
600
| – | – | ﹤0.01% | 476 |
|
|
2017
Q2 | $91K | Sell |
600
-157
| -21% | -$23.8K | ﹤0.01% | 485 |
|
|
2017
Q1 | $97K | Sell |
757
-1,059
| -58% | -$136K | ﹤0.01% | 489 |
|
|
2016
Q4 | $225K | Sell |
1,816
-1,218
| -40% | -$151K | 0.01% | 343 |
|
|
2016
Q3 | $351K | Buy |
3,034
+981
| +48% | +$113K | 0.01% | 292 |
|
|
2016
Q2 | $251K | Buy |
2,053
+1,286
| +168% | +$157K | 0.01% | 324 |
|
|
2016
Q1 | $86K | Hold |
767
| – | – | ﹤0.01% | 481 |
|
|
2015
Q4 | $83K | Buy |
767
+610
| +389% | +$66K | ﹤0.01% | 508 |
|
|
2015
Q3 | $17K | Buy |
157
+135
| +614% | +$14.6K | ﹤0.01% | 776 |
|
|
2015
Q2 | $3K | Sell |
22
-61
| -73% | -$8.32K | ﹤0.01% | 1019 |
|
|
2015
Q1 | $8K | Buy |
83
+61
| +277% | +$5.88K | ﹤0.01% | 898 |
|
|
2014
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 850 |
|
|
2013
Q4 | – | Sell |
-60
| Closed | -$4K | – | 1015 |
|
|
2013
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 917 |
|