Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,291
| Closed | -$105K | – | 315 |
|
|
2014
Q3 | $105K | Sell |
1,291
-1,087
| -46% | -$88.4K | 0.03% | 294 |
|
|
2014
Q2 | $193K | Hold |
2,378
| – | – | 0.05% | 212 |
|
|
2014
Q1 | $178K | Hold |
2,378
| – | – | 0.04% | 227 |
|
|
2013
Q4 | $163K | Buy |
2,378
+178
| +8% | +$12.2K | 0.05% | 233 |
|
|
2013
Q3 | $141K | Hold |
2,200
| – | – | 0.05% | 208 |
|
|
2013
Q2 | $140K | Buy |
+2,200
| New | +$140K | 0.05% | 199 |
|