JFS 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 |
-319
| Closed | -$65K | – | 565 |
|
|
2018
Q3 | $65K | Hold |
319
| – | – | 0.02% | 232 |
|
|
2018
Q2 | $59K | Hold |
319
| – | – | 0.02% | 233 |
|
|
2018
Q1 | $54K | Hold |
319
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $58K | Sell |
319
-120
| -27% | -$21.8K | 0.01% | 244 |
|
|
2017
Q3 | $70K | Buy |
439
+120
| +38% | +$19.1K | 0.02% | 213 |
|
|
2017
Q2 | $48K | Sell |
319
-1,319
| -81% | -$198K | 0.01% | 225 |
|
|
2017
Q1 | $203K | Hold |
1,638
| – | – | 0.06% | 125 |
|
|
2016
Q4 | $203K | Sell |
1,638
-180
| -10% | -$22.3K | 0.06% | 125 |
|
|
2016
Q3 | $210K | Buy |
1,818
+505
| +38% | +$58.3K | 0.06% | 123 |
|
|
2016
Q2 | $160K | Sell |
1,313
-225
| -15% | -$27.4K | 0.04% | 173 |
|
|
2016
Q1 | $173K | Buy |
1,538
+5
| +0.3% | +$562 | 0.05% | 142 |
|
|
2015
Q4 | $166K | Sell |
1,533
-21
| -1% | -$2.27K | 0.05% | 149 |
|
|
2015
Q3 | $170K | Hold |
1,554
| – | – | 0.07% | 118 |
|
|
2015
Q2 | $198K | Hold |
1,554
| – | – | 0.1% | 94 |
|
|
2015
Q1 | $166K | Buy |
1,554
+36
| +2% | +$3.85K | 0.08% | 100 |
|
|
2014
Q4 | $135K | Sell |
1,518
-43
| -3% | -$3.82K | 0.02% | 106 |
|
|
2014
Q3 | $127K | Sell |
1,561
-256
| -14% | -$20.8K | 0.02% | 106 |
|
|
2014
Q2 | $148K | Buy |
+1,817
| New | +$148K | 0.03% | 104 |
|