FFWA
AET
FRG Family Wealth Advisors’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,810
| Closed | -$367K | – | 142 |
|
|
2018
Q3 | $367K | Hold |
1,810
| – | – | 0.1% | 110 |
|
|
2018
Q2 | $332K | Sell |
1,810
-375
| -17% | -$68.8K | 0.1% | 123 |
|
|
2018
Q1 | $369K | Hold |
2,185
| – | – | 0.12% | 120 |
|
|
2017
Q4 | $394K | Hold |
2,185
| – | – | 0.13% | 115 |
|
|
2017
Q3 | $347K | Sell |
2,185
-130
| -6% | -$20.6K | 0.12% | 122 |
|
|
2017
Q2 | $351K | Hold |
2,315
| – | – | 0.13% | 116 |
|
|
2017
Q1 | $294K | Hold |
2,315
| – | – | 0.11% | 121 |
|
|
2016
Q4 | $287K | Hold |
2,315
| – | – | 0.12% | 113 |
|
|
2016
Q3 | $267K | Hold |
2,315
| – | – | 0.12% | 113 |
|
|
2016
Q2 | $283K | Hold |
2,315
| – | – | 0.13% | 109 |
|
|
2016
Q1 | $264K | Hold |
2,315
| – | – | 0.13% | 112 |
|
|
2015
Q4 | $250K | Buy |
+2,315
| New | +$250K | 0.12% | 116 |
|