GWM
AET
Greenwich Wealth Management’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-27,545
| Closed | -$5.59M | – | 200 |
|
|
2018
Q3 | $5.59M | Buy |
27,545
+349
| +1% | +$70.8K | 0.97% | 20 |
|
|
2018
Q2 | $4.99M | Sell |
27,196
-321
| -1% | -$58.9K | 0.88% | 23 |
|
|
2018
Q1 | $4.65M | Sell |
27,517
-50
| -0.2% | -$8.45K | 0.73% | 24 |
|
|
2017
Q4 | $4.97M | Hold |
27,567
| – | – | 0.83% | 24 |
|
|
2017
Q3 | $4.38M | Sell |
27,567
-3,039
| -10% | -$483K | 0.75% | 22 |
|
|
2017
Q2 | $4.65M | Buy |
30,606
+54
| +0.2% | +$8.2K | 0.78% | 24 |
|
|
2017
Q1 | $3.9M | Buy |
30,552
+488
| +2% | +$62.2K | 0.52% | 31 |
|
|
2016
Q4 | $3.73M | Buy |
30,064
+29
| +0.1% | +$3.6K | 0.47% | 34 |
|
|
2016
Q3 | $3.47M | Hold |
30,035
| – | – | 0.61% | 31 |
|
|
2016
Q2 | $3.67M | Buy |
30,035
+200
| +0.7% | +$24.4K | 0.89% | 25 |
|
|
2016
Q1 | $3.35M | Sell |
29,835
-10,899
| -27% | -$1.22M | 0.87% | 23 |
|
|
2015
Q4 | $4.4M | Hold |
40,734
| – | – | 1.08% | 21 |
|
|
2015
Q3 | $4.46M | Sell |
40,734
-46,678
| -53% | -$5.11M | 1.08% | 26 |
|
|
2015
Q2 | $11.1M | Hold |
87,412
| – | – | 1.42% | 23 |
|
|
2015
Q1 | $9.31M | Hold |
87,412
| – | – | 1.05% | 35 |
|
|
2014
Q4 | $7.77M | Hold |
87,412
| – | – | 0.51% | 48 |
|
|
2014
Q3 | $7.08M | Hold |
87,412
| – | – | 0.48% | 57 |
|
|
2014
Q2 | $7.09M | Hold |
87,412
| – | – | 0.47% | 57 |
|
|
2014
Q1 | $6.55M | Hold |
87,412
| – | – | 0.45% | 59 |
|
|
2013
Q4 | $6M | Hold |
87,412
| – | – | 0.61% | 61 |
|
|
2013
Q3 | $5.6M | Hold |
87,412
| – | – | 0.4% | 59 |
|
|
2013
Q2 | $5.55M | Buy |
+87,412
| New | +$5.55M | 0.41% | 60 |
|