Gofen & Glossberg’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 |
-2,217
| Closed | -$450K | – | 460 |
|
2018
Q3 | $450K | Hold |
2,217
| – | – | 0.02% | 299 |
|
2018
Q2 | $407K | Sell |
2,217
-618
| -22% | -$113K | 0.02% | 309 |
|
2018
Q1 | $479K | Hold |
2,835
| – | – | 0.02% | 290 |
|
2017
Q4 | $511K | Hold |
2,835
| – | – | 0.02% | 288 |
|
2017
Q3 | $451K | Buy |
2,835
+17
| +0.6% | +$2.7K | 0.02% | 310 |
|
2017
Q2 | $428K | Sell |
2,818
-154
| -5% | -$23.4K | 0.02% | 312 |
|
2017
Q1 | $379K | Buy |
2,972
+1,187
| +66% | +$151K | 0.01% | 331 |
|
2016
Q4 | $221K | Hold |
1,785
| – | – | 0.01% | 408 |
|
2016
Q3 | $206K | Sell |
1,785
-13
| -0.7% | -$1.5K | 0.01% | 413 |
|
2016
Q2 | $220K | Sell |
1,798
-134
| -7% | -$16.4K | 0.01% | 399 |
|
2016
Q1 | $217K | Buy |
+1,932
| New | +$217K | 0.01% | 412 |
|
2015
Q3 | – | Sell |
-1,772
| Closed | -$226K | – | 460 |
|
2015
Q2 | $226K | Buy |
+1,772
| New | +$226K | 0.01% | 411 |
|
2014
Q2 | – | Sell |
-2,072
| Closed | -$151K | – | 515 |
|
2014
Q1 | $151K | Hold |
2,072
| – | – | 0.01% | 444 |
|
2013
Q4 | $142K | Hold |
2,072
| – | – | 0.01% | 444 |
|
2013
Q3 | $133K | Sell |
2,072
-144
| -6% | -$9.24K | 0.01% | 429 |
|
2013
Q2 | $141K | Buy |
+2,216
| New | +$141K | 0.01% | 409 |
|