Goelzer Investment 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 |
-19,414
| Closed | -$3.94M | – | 210 |
|
|
2018
Q3 | $3.94M | Sell |
19,414
-15
| -0.1% | -$3.04K | 0.44% | 93 |
|
|
2018
Q2 | $3.57M | Sell |
19,429
-628
| -3% | -$115K | 0.42% | 98 |
|
|
2018
Q1 | $3.39M | Sell |
20,057
-1,188
| -6% | -$201K | 0.41% | 99 |
|
|
2017
Q4 | $3.83M | Sell |
21,245
-740
| -3% | -$133K | 0.43% | 94 |
|
|
2017
Q3 | $3.5M | Sell |
21,985
-131
| -0.6% | -$20.8K | 0.41% | 95 |
|
|
2017
Q2 | $3.36M | Sell |
22,116
-15,235
| -41% | -$2.31M | 0.41% | 95 |
|
|
2017
Q1 | $4.76M | Buy |
37,351
+475
| +1% | +$60.6K | 0.59% | 63 |
|
|
2016
Q4 | $4.57M | Buy |
36,876
+6,312
| +21% | +$783K | 0.59% | 65 |
|
|
2016
Q3 | $3.53M | Buy |
30,564
+510
| +2% | +$58.9K | 0.48% | 87 |
|
|
2016
Q2 | $3.67M | Buy |
30,054
+440
| +1% | +$53.7K | 0.51% | 80 |
|
|
2016
Q1 | $3.33M | Buy |
29,614
+383
| +1% | +$43K | 0.48% | 90 |
|
|
2015
Q4 | $3.16M | Buy |
29,231
+16,137
| +123% | +$1.74M | 0.46% | 92 |
|
|
2015
Q3 | $1.43M | Sell |
13,094
-305
| -2% | -$33.4K | 0.23% | 135 |
|
|
2015
Q2 | $1.71M | Sell |
13,399
-24,781
| -65% | -$3.16M | 0.26% | 130 |
|
|
2015
Q1 | $4.07M | Sell |
38,180
-545
| -1% | -$58.1K | 0.61% | 75 |
|
|
2014
Q4 | $3.44M | Buy |
38,725
+2,395
| +7% | +$213K | 0.52% | 89 |
|
|
2014
Q3 | $2.94M | Buy |
36,330
+1,995
| +6% | +$162K | 0.49% | 99 |
|
|
2014
Q2 | $2.78M | Buy |
+34,335
| New | +$2.78M | 0.46% | 105 |
|