Exencial Wealth Advisors’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 |
-1,338
| Closed | -$271K | – | 235 |
|
|
2018
Q3 | $271K | Hold |
1,338
| – | – | 0.06% | 154 |
|
|
2018
Q2 | $246K | Sell |
1,338
-26
| -2% | -$4.78K | 0.07% | 154 |
|
|
2018
Q1 | $231K | Buy |
1,364
+89
| +7% | +$15.1K | 0.07% | 156 |
|
|
2017
Q4 | $230K | Hold |
1,275
| – | – | 0.07% | 165 |
|
|
2017
Q3 | $203K | Buy |
+1,275
| New | +$203K | 0.07% | 168 |
|