LNWWM
AET
Laird Norton Wetherby Wealth Management’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,596
| Closed | -$1.54M | – | 691 |
|
|
2018
Q3 | $1.54M | Buy |
7,596
+94
| +1% | +$19.1K | 0.19% | 114 |
|
|
2018
Q2 | $1.38M | Sell |
7,502
-20
| -0.3% | -$3.67K | 0.19% | 119 |
|
|
2018
Q1 | $1.27M | Buy |
7,522
+820
| +12% | +$139K | 0.18% | 131 |
|
|
2017
Q4 | $1.21M | Buy |
6,702
+136
| +2% | +$24.5K | 0.17% | 137 |
|
|
2017
Q3 | $1.04M | Buy |
6,566
+179
| +3% | +$28.5K | 0.16% | 151 |
|
|
2017
Q2 | $970K | Buy |
6,387
+118
| +2% | +$17.9K | 0.17% | 152 |
|
|
2017
Q1 | $799K | Sell |
6,269
-16
| -0.3% | -$2.04K | 0.14% | 177 |
|
|
2016
Q4 | $779K | Sell |
6,285
-98
| -2% | -$12.1K | 0.15% | 154 |
|
|
2016
Q3 | $736K | Buy |
6,383
+296
| +5% | +$34.1K | 0.15% | 169 |
|
|
2016
Q2 | $744K | Buy |
6,087
+289
| +5% | +$35.3K | 0.16% | 145 |
|
|
2016
Q1 | $651K | Buy |
5,798
+118
| +2% | +$13.2K | 0.15% | 153 |
|
|
2015
Q4 | $614K | Sell |
5,680
-46
| -0.8% | -$4.97K | 0.15% | 159 |
|
|
2015
Q3 | $626K | Buy |
5,726
+142
| +3% | +$15.5K | 0.16% | 141 |
|
|
2015
Q2 | $712K | Buy |
5,584
+521
| +10% | +$66.4K | 0.17% | 135 |
|
|
2015
Q1 | $539K | Buy |
5,063
+467
| +10% | +$49.7K | 0.13% | 185 |
|
|
2014
Q4 | $408K | Buy |
4,596
+236
| +5% | +$21K | 0.1% | 225 |
|
|
2014
Q3 | $354K | Buy |
4,360
+61
| +1% | +$4.95K | 0.1% | 257 |
|
|
2014
Q2 | $349K | Sell |
4,299
-273
| -6% | -$22.2K | 0.1% | 261 |
|
|
2014
Q1 | $342K | Buy |
4,572
+92
| +2% | +$6.88K | 0.1% | 272 |
|
|
2013
Q4 | $307K | Sell |
4,480
-129
| -3% | -$8.84K | 0.09% | 280 |
|
|
2013
Q3 | $295K | Sell |
4,609
-62
| -1% | -$3.97K | 0.09% | 272 |
|
|
2013
Q2 | $297K | Buy |
+4,671
| New | +$297K | 0.1% | 235 |
|