Focused Wealth Management’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 |
-655
| Closed | -$133K | – | 753 |
|
|
2018
Q3 | $133K | Hold |
655
| – | – | 0.05% | 201 |
|
|
2018
Q2 | $120K | Hold |
655
| – | – | 0.04% | 208 |
|
|
2018
Q1 | $111K | Hold |
655
| – | – | 0.04% | 228 |
|
|
2017
Q4 | $118K | Buy |
655
+300
| +85% | +$54K | 0.04% | 212 |
|
|
2017
Q3 | $56K | Buy |
355
+300
| +545% | +$47.3K | 0.02% | 224 |
|
|
2017
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 503 |
|
|
2017
Q1 | $7K | Sell |
55
-1,300
| -96% | -$165K | ﹤0.01% | 509 |
|
|
2016
Q4 | $168K | Hold |
1,355
| – | – | 0.07% | 166 |
|
|
2016
Q3 | $156K | Hold |
1,355
| – | – | 0.07% | 174 |
|
|
2016
Q2 | $165K | Buy |
1,355
+1,300
| +2,364% | +$158K | 0.08% | 157 |
|
|
2016
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 471 |
|
|
2015
Q4 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 489 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$1K | – | 720 |
|
|
2014
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 634 |
|
|
2014
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 648 |
|
|
2014
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 639 |
|
|
2014
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 600 |
|
|
2013
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 601 |
|
|
2013
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 564 |
|