Fiduciary Group’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 |
-3,625
| Closed | -$735K | – | 183 |
|
|
2018
Q3 | $735K | Buy |
3,625
+125
| +4% | +$25.3K | 0.14% | 101 |
|
|
2018
Q2 | $642K | Hold |
3,500
| – | – | 0.14% | 102 |
|
|
2018
Q1 | $592K | Hold |
3,500
| – | – | 0.13% | 111 |
|
|
2017
Q4 | $631K | Hold |
3,500
| – | – | 0.13% | 107 |
|
|
2017
Q3 | $557K | Hold |
3,500
| – | – | 0.13% | 113 |
|
|
2017
Q2 | $531K | Hold |
3,500
| – | – | 0.12% | 118 |
|
|
2017
Q1 | $446K | Sell |
3,500
-700
| -17% | -$89.2K | 0.11% | 129 |
|
|
2016
Q4 | $521K | Buy |
4,200
+150
| +4% | +$18.6K | 0.13% | 120 |
|
|
2016
Q3 | $468K | Hold |
4,050
| – | – | 0.13% | 125 |
|
|
2016
Q2 | $495K | Sell |
4,050
-450
| -10% | -$55K | 0.14% | 123 |
|
|
2016
Q1 | $506K | Hold |
4,500
| – | – | 0.15% | 122 |
|
|
2015
Q4 | $487K | Sell |
4,500
-575
| -11% | -$62.2K | 0.15% | 122 |
|
|
2015
Q3 | $555K | Sell |
5,075
-225
| -4% | -$24.6K | 0.18% | 126 |
|
|
2015
Q2 | $676K | Buy |
+5,300
| New | +$676K | 0.21% | 119 |
|