Guardian Capital Advisors’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 |
-2,250
| Closed | -$458K | – | 167 |
|
|
2018
Q3 | $458K | Hold |
2,250
| – | – | 0.06% | 121 |
|
|
2018
Q2 | $431K | Hold |
2,250
| – | – | 0.06% | 122 |
|
|
2018
Q1 | $389K | Sell |
2,250
-35
| -2% | -$6.05K | 0.05% | 127 |
|
|
2017
Q4 | $429K | Hold |
2,285
| – | – | 0.06% | 124 |
|
|
2017
Q3 | $368K | Hold |
2,285
| – | – | 0.05% | 125 |
|
|
2017
Q2 | $354K | Sell |
2,285
-483
| -17% | -$74.8K | 0.05% | 126 |
|
|
2017
Q1 | $357K | Sell |
2,768
-410
| -13% | -$52.9K | 0.05% | 127 |
|
|
2016
Q4 | $396K | Sell |
3,178
-385
| -11% | -$48K | 0.06% | 122 |
|
|
2016
Q3 | $397K | Sell |
3,563
-185
| -5% | -$20.6K | 0.07% | 118 |
|
|
2016
Q2 | $439K | Sell |
3,748
-600
| -14% | -$70.3K | 0.08% | 116 |
|
|
2016
Q1 | $462K | Sell |
4,348
-340
| -7% | -$36.1K | 0.09% | 116 |
|
|
2015
Q4 | $512K | Sell |
4,688
-265
| -5% | -$28.9K | 0.11% | 116 |
|
|
2015
Q3 | $536K | Sell |
4,953
-300
| -6% | -$32.5K | 0.11% | 115 |
|
|
2015
Q2 | $611K | Sell |
5,253
-437
| -8% | -$50.8K | 0.11% | 114 |
|
|
2015
Q1 | $752K | Sell |
5,690
-880
| -13% | -$116K | 0.11% | 115 |
|
|
2014
Q4 | $696K | Sell |
6,570
-155
| -2% | -$16.4K | 0.11% | 116 |
|
|
2014
Q3 | $611K | Buy |
6,725
+75
| +1% | +$6.81K | 0.1% | 121 |
|
|
2014
Q2 | $545K | Buy |
6,650
+500
| +8% | +$41K | 0.1% | 128 |
|
|
2014
Q1 | $457K | Hold |
6,150
| – | – | 0.09% | 130 |
|
|
2013
Q4 | $448K | Sell |
6,150
-175
| -3% | -$12.7K | 0.09% | 132 |
|
|
2013
Q3 | $410K | Sell |
6,325
-100
| -2% | -$6.48K | 0.09% | 137 |
|
|
2013
Q2 | $398K | Buy |
+6,425
| New | +$398K | 0.11% | 117 |
|