Homrich & Berg’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,124
| Closed | -$203K | – | 361 |
|
2017
Q4 | $203K | Sell |
1,124
-2,044
| -65% | -$369K | 0.01% | 322 |
|
2017
Q3 | $504K | Buy |
+3,168
| New | +$504K | 0.04% | 189 |
|
2016
Q2 | – | Sell |
-2,916
| Closed | -$328K | – | 289 |
|
2016
Q1 | $328K | Buy |
2,916
+98
| +3% | +$11K | 0.03% | 181 |
|
2015
Q4 | $305K | Buy |
2,818
+85
| +3% | +$9.2K | 0.03% | 196 |
|
2015
Q3 | $299K | Buy |
+2,733
| New | +$299K | 0.03% | 189 |
|