L.J. Altfest & Co’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 |
-6,033
| Closed | -$1.22M | – | 182 |
|
|
2018
Q3 | $1.22M | Sell |
6,033
-59
| -1% | -$12K | 0.36% | 50 |
|
|
2018
Q2 | $1.12M | Sell |
6,092
-102
| -2% | -$18.7K | 0.42% | 50 |
|
|
2018
Q1 | $1.05M | Buy |
6,194
+49
| +0.8% | +$8.28K | 0.45% | 50 |
|
|
2017
Q4 | $1.11M | Sell |
6,145
-25
| -0.4% | -$4.51K | 0.42% | 56 |
|
|
2017
Q3 | $981K | Sell |
6,170
-146
| -2% | -$23.2K | 0.48% | 55 |
|
|
2017
Q2 | $959K | Sell |
6,316
-6,816
| -52% | -$1.03M | 0.58% | 53 |
|
|
2017
Q1 | $1.68M | Buy |
+13,132
| New | +$1.68M | 0.67% | 34 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$131K | – | 119 |
|
|
2015
Q3 | $131K | Buy |
+1,200
| New | +$131K | 0.13% | 104 |
|