Lido 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
Q4 | – | Sell |
-5,551
| Closed | -$1.13M | – | 472 |
|
2018
Q3 | $1.13M | Buy |
5,551
+996
| +22% | +$202K | 0.11% | 101 |
|
2018
Q2 | $835K | Buy |
4,555
+867
| +24% | +$159K | 0.1% | 124 |
|
2018
Q1 | $623K | Buy |
3,688
+531
| +17% | +$89.7K | 0.09% | 145 |
|
2017
Q4 | $569K | Buy |
3,157
+335
| +12% | +$60.4K | 0.08% | 128 |
|
2017
Q3 | $479K | Buy |
2,822
+344
| +14% | +$58.4K | 0.08% | 147 |
|
2017
Q2 | $376K | Buy |
2,478
+634
| +34% | +$96.2K | 0.08% | 141 |
|
2017
Q1 | $261K | Buy |
+1,844
| New | +$261K | 0.07% | 184 |
|