Lenox Wealth 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
Q3 | – | Sell |
-4
| Closed | -$1K | – | 548 |
|
|
2018
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 534 |
|
|
2016
Q2 | – | Sell |
-21
| Closed | -$2K | – | 274 |
|
|
2016
Q1 | $2K | Sell |
21
-130
| -86% | -$12.4K | ﹤0.01% | 231 |
|
|
2015
Q4 | $16K | Buy |
151
+65
| +76% | +$6.89K | 0.01% | 159 |
|
|
2015
Q3 | $9K | Hold |
86
| – | – | ﹤0.01% | 194 |
|
|
2015
Q2 | $11K | Buy |
86
+21
| +32% | +$2.69K | ﹤0.01% | 135 |
|
|
2015
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 206 |
|
|
2014
Q4 | $6K | Sell |
65
-21
| -24% | -$1.94K | ﹤0.01% | 226 |
|
|
2014
Q3 | $7K | Hold |
86
| – | – | ﹤0.01% | 210 |
|
|
2014
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 156 |
|
|
2014
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 162 |
|
|
2013
Q4 | $6K | Hold |
86
| – | – | ﹤0.01% | 224 |
|
|
2013
Q3 | $6K | Hold |
86
| – | – | 0.01% | 156 |
|
|
2013
Q2 | $5K | Buy |
+86
| New | +$5K | 0.01% | 194 |
|