Integrated Wealth Management’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-48
| Closed | -$6K | – | 1186 |
|
2016
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 884 |
|
2016
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 892 |
|
2016
Q1 | $5K | Sell |
48
-208
| -81% | -$21.7K | ﹤0.01% | 859 |
|
2015
Q4 | $28K | Buy |
256
+58
| +29% | +$6.34K | 0.01% | 508 |
|
2015
Q3 | $22K | Hold |
198
| – | – | 0.01% | 560 |
|
2015
Q2 | $25K | Buy |
198
+150
| +313% | +$18.9K | 0.01% | 548 |
|
2015
Q1 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 951 |
|