JNBA Financial 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 |
-100
| Closed | -$20K | – | 777 |
|
|
2018
Q3 | $20K | Sell |
100
-3,626
| -97% | -$725K | 0.01% | 317 |
|
|
2018
Q2 | $684K | Hold |
3,726
| – | – | 0.14% | 76 |
|
|
2018
Q1 | $630K | Hold |
3,726
| – | – | 0.13% | 74 |
|
|
2017
Q4 | $672K | Hold |
3,726
| – | – | 0.14% | 70 |
|
|
2017
Q3 | $592K | Hold |
3,726
| – | – | 0.13% | 68 |
|
|
2017
Q2 | $566K | Hold |
3,726
| – | – | 0.13% | 68 |
|
|
2017
Q1 | $475K | Buy |
3,726
+27
| +0.7% | +$3.44K | 0.11% | 75 |
|
|
2016
Q4 | $459K | Buy |
3,699
+2,819
| +320% | +$350K | 0.11% | 75 |
|
|
2016
Q3 | $102K | Sell |
880
-2,819
| -76% | -$327K | 0.01% | 351 |
|
|
2016
Q2 | $452K | Buy |
3,699
+3,000
| +429% | +$367K | 0.13% | 68 |
|
|
2016
Q1 | $79K | Hold |
699
| – | – | 0.03% | 163 |
|
|
2015
Q4 | $76K | Hold |
699
| – | – | 0.03% | 162 |
|
|
2015
Q3 | $76K | Hold |
699
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $89K | Sell |
699
-250
| -26% | -$31.8K | 0.03% | 141 |
|
|
2015
Q1 | $101K | Hold |
949
| – | – | 0.04% | 131 |
|
|
2014
Q4 | $84K | Hold |
949
| – | – | 0.03% | 150 |
|
|
2014
Q3 | $77K | Buy |
949
+699
| +280% | +$56.7K | 0.03% | 159 |
|
|
2014
Q2 | $20K | Hold |
250
| – | – | 0.01% | 276 |
|
|
2014
Q1 | $19K | Buy |
+250
| New | +$19K | 0.01% | 260 |
|