Kings Point Capital Management’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 |
-671
| Closed | -$136K | – | 381 |
|
|
2018
Q3 | $136K | Buy |
671
+11
| +2% | +$2.23K | 0.03% | 166 |
|
|
2018
Q2 | $121K | Hold |
660
| – | – | 0.02% | 170 |
|
|
2018
Q1 | $112K | Hold |
660
| – | – | 0.02% | 171 |
|
|
2017
Q4 | $119K | Hold |
660
| – | – | 0.03% | 172 |
|
|
2017
Q3 | $105K | Sell |
660
-98
| -13% | -$15.6K | 0.02% | 176 |
|
|
2017
Q2 | $115K | Sell |
758
-142
| -16% | -$21.5K | 0.03% | 168 |
|
|
2017
Q1 | $115K | Hold |
900
| – | – | 0.03% | 162 |
|
|
2016
Q4 | $112K | Hold |
900
| – | – | 0.03% | 156 |
|
|
2016
Q3 | $104K | Hold |
900
| – | – | 0.03% | 150 |
|
|
2016
Q2 | $110K | Hold |
900
| – | – | 0.03% | 147 |
|
|
2016
Q1 | $101K | Hold |
900
| – | – | 0.03% | 148 |
|
|
2015
Q4 | $97K | Hold |
900
| – | – | 0.02% | 158 |
|
|
2015
Q3 | $98K | Hold |
900
| – | – | 0.03% | 176 |
|
|
2015
Q2 | $115K | Hold |
900
| – | – | 0.03% | 161 |
|
|
2015
Q1 | $96K | Buy |
+900
| New | +$96K | 0.02% | 170 |
|