Joel Isaacson & Co’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-153
| Closed | -$19K | – | 604 |
|
|
2016
Q4 | $19K | Hold |
153
| – | – | ﹤0.01% | 436 |
|
|
2016
Q3 | $18K | Hold |
153
| – | – | ﹤0.01% | 484 |
|
|
2016
Q2 | $19K | Sell |
153
-48
| -24% | -$5.96K | ﹤0.01% | 475 |
|
|
2016
Q1 | $23K | Sell |
201
-65
| -24% | -$7.44K | 0.01% | 469 |
|
|
2015
Q4 | $29K | Hold |
266
| – | – | 0.01% | 413 |
|
|
2015
Q3 | $29K | Sell |
266
-110
| -29% | -$12K | 0.01% | 425 |
|
|
2015
Q2 | $48K | Buy |
376
+214
| +132% | +$27.3K | 0.01% | 369 |
|
|
2015
Q1 | $17K | Hold |
162
| – | – | ﹤0.01% | 518 |
|
|
2014
Q4 | $14K | Buy |
162
+114
| +238% | +$9.85K | ﹤0.01% | 477 |
|
|
2014
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 546 |
|