Laurel Wealth Advisors (California)’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 |
-1,493
| Closed | -$302K | – | 411 |
|
|
2018
Q3 | $302K | Sell |
1,493
-12
| -0.8% | -$2.43K | 0.07% | 270 |
|
|
2018
Q2 | $276K | Hold |
1,505
| – | – | 0.07% | 282 |
|
|
2018
Q1 | $254K | Sell |
1,505
-13
| -0.9% | -$2.19K | 0.08% | 273 |
|
|
2017
Q4 | $273K | Buy |
1,518
+170
| +13% | +$30.6K | 0.08% | 274 |
|
|
2017
Q3 | $214K | Buy |
1,348
+13
| +1% | +$2.06K | 0.07% | 279 |
|
|
2017
Q2 | $202K | Buy |
+1,335
| New | +$202K | 0.07% | 278 |
|