J.P. Morgan Private Wealth 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 |
-20,443
| Closed | -$4.15M | – | 1642 |
|
|
2018
Q3 | $4.15M | Sell |
20,443
-1,268
| -6% | -$257K | 0.02% | 468 |
|
|
2018
Q2 | $3.99M | Sell |
21,711
-505
| -2% | -$92.7K | 0.02% | 451 |
|
|
2018
Q1 | $3.76M | Sell |
22,216
-69,018
| -76% | -$11.7M | 0.03% | 376 |
|
|
2017
Q4 | $16.5M | Buy |
91,234
+4,825
| +6% | +$870K | 0.11% | 179 |
|
|
2017
Q3 | $13.7M | Buy |
86,409
+2,833
| +3% | +$451K | 0.1% | 184 |
|
|
2017
Q2 | $12.7M | Buy |
83,576
+3,158
| +4% | +$479K | 0.1% | 187 |
|
|
2017
Q1 | $10.3M | Buy |
80,418
+4,023
| +5% | +$513K | 0.08% | 208 |
|
|
2016
Q4 | $9.47M | Sell |
76,395
-8,377
| -10% | -$1.04M | 0.08% | 201 |
|
|
2016
Q3 | $9.79M | Buy |
84,772
+8,830
| +12% | +$1.02M | 0.09% | 196 |
|
|
2016
Q2 | $9.27M | Buy |
75,942
+16,090
| +27% | +$1.96M | 0.09% | 192 |
|
|
2016
Q1 | $6.72M | Buy |
59,852
+42,480
| +245% | +$4.77M | 0.06% | 218 |
|
|
2015
Q4 | $1.88M | Buy |
17,372
+3,036
| +21% | +$328K | 0.02% | 385 |
|
|
2015
Q3 | $1.57M | Sell |
14,336
-4,395
| -23% | -$481K | 0.02% | 380 |
|
|
2015
Q2 | $2.39M | Buy |
18,731
+4,131
| +28% | +$527K | 0.03% | 337 |
|
|
2015
Q1 | $1.56M | Sell |
14,600
-1,629
| -10% | -$174K | 0.02% | 424 |
|
|
2014
Q4 | $1.44M | Buy |
16,229
+2,006
| +14% | +$178K | 0.02% | 444 |
|
|
2014
Q3 | $1.15M | Buy |
14,223
+4,919
| +53% | +$398K | 0.01% | 481 |
|
|
2014
Q2 | $754K | Buy |
9,304
+374
| +4% | +$30.3K | 0.01% | 467 |
|
|
2014
Q1 | $669K | Buy |
8,930
+4,551
| +104% | +$341K | 0.01% | 485 |
|
|
2013
Q4 | $300K | Buy |
+4,379
| New | +$300K | 0.01% | 530 |
|