KCM Investment 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 |
-10,478
| Closed | -$2.13M | – | 519 |
|
|
2018
Q3 | $2.13M | Sell |
10,478
-1,189
| -10% | -$241K | 0.12% | 150 |
|
|
2018
Q2 | $2.14M | Buy |
11,667
+1,035
| +10% | +$190K | 0.13% | 149 |
|
|
2018
Q1 | $1.8M | Buy |
10,632
+2,351
| +28% | +$397K | 0.11% | 177 |
|
|
2017
Q4 | $1.49M | Buy |
8,281
+2,358
| +40% | +$425K | 0.09% | 213 |
|
|
2017
Q3 | $942K | Sell |
5,923
-183
| -3% | -$29.1K | 0.06% | 257 |
|
|
2017
Q2 | $927K | Sell |
6,106
-663
| -10% | -$101K | 0.06% | 254 |
|
|
2017
Q1 | $863K | Hold |
6,769
| – | – | 0.06% | 267 |
|
|
2016
Q4 | $839K | Hold |
6,769
| – | – | 0.06% | 270 |
|
|
2016
Q3 | $781K | Buy |
6,769
+413
| +6% | +$47.7K | 0.05% | 283 |
|
|
2016
Q2 | $776K | Sell |
6,356
-459
| -7% | -$56K | 0.05% | 281 |
|
|
2016
Q1 | $766K | Buy |
6,815
+11
| +0.2% | +$1.24K | 0.06% | 270 |
|
|
2015
Q4 | $736K | Sell |
6,804
-353
| -5% | -$38.2K | 0.06% | 278 |
|
|
2015
Q3 | $783K | Buy |
7,157
+196
| +3% | +$21.4K | 0.07% | 267 |
|
|
2015
Q2 | $887K | Buy |
6,961
+601
| +9% | +$76.6K | 0.07% | 258 |
|
|
2015
Q1 | $678K | Hold |
6,360
| – | – | 0.05% | 298 |
|
|
2014
Q4 | $565K | Buy |
6,360
+160
| +3% | +$14.2K | 0.05% | 322 |
|
|
2014
Q3 | $502K | Buy |
6,200
+300
| +5% | +$24.3K | 0.05% | 317 |
|
|
2014
Q2 | $478K | Hold |
5,900
| – | – | 0.04% | 323 |
|
|
2014
Q1 | $442K | Hold |
5,900
| – | – | 0.05% | 309 |
|
|
2013
Q4 | $405K | Sell |
5,900
-116
| -2% | -$7.96K | 0.04% | 317 |
|
|
2013
Q3 | $385K | Sell |
6,016
-22
| -0.4% | -$1.41K | 0.05% | 322 |
|
|
2013
Q2 | $384K | Buy |
+6,038
| New | +$384K | 0.05% | 322 |
|