Glassman Wealth Services’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 |
-155
| Closed | -$31K | – | 1089 |
|
|
2018
Q3 | $31K | Sell |
155
-5
| -3% | -$1K | 0.01% | 268 |
|
|
2018
Q2 | $29K | Buy |
160
+33
| +26% | +$5.98K | 0.01% | 254 |
|
|
2018
Q1 | $21K | Buy |
127
+5
| +4% | +$827 | 0.01% | 281 |
|
|
2017
Q4 | $22K | Buy |
122
+100
| +455% | +$18K | 0.01% | 242 |
|
|
2017
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 406 |
|
|
2017
Q2 | $3K | Sell |
22
-270
| -92% | -$36.8K | ﹤0.01% | 406 |
|
|
2017
Q1 | $37K | Sell |
292
-3
| -1% | -$380 | 0.03% | 189 |
|
|
2016
Q4 | $37K | Buy |
295
+292
| +9,733% | +$36.6K | 0.03% | 199 |
|
|
2016
Q3 | $0 | Sell |
3
-367
| -99% | – | ﹤0.01% | 621 |
|
|
2016
Q2 | $45K | Buy |
370
+100
| +37% | +$12.2K | 0.04% | 147 |
|
|
2016
Q1 | $30K | Hold |
270
| – | – | 0.03% | 174 |
|
|
2015
Q4 | $29K | Hold |
270
| – | – | 0.03% | 185 |
|
|
2015
Q3 | $30K | Hold |
270
| – | – | 0.03% | 180 |
|
|
2015
Q2 | $34K | Buy |
+270
| New | +$34K | 0.03% | 175 |
|