LA
AET
Lucus Advisors’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $338K | Buy |
+2,000
| New | +$338K | 0.59% | 16 |
|
|
2017
Q2 | – | Sell |
-3,230
| Closed | -$412K | – | 291 |
|
|
2017
Q1 | $412K | Buy |
+3,230
| New | +$412K | 0.38% | 84 |
|
|
2016
Q4 | – | Sell |
-3,406
| Closed | -$393K | – | 216 |
|
|
2016
Q3 | $393K | Buy |
3,406
+577
| +20% | +$66.6K | 0.34% | 151 |
|
|
2016
Q2 | $346K | Sell |
2,829
-1,752
| -38% | -$214K | 0.28% | 178 |
|
|
2016
Q1 | $515K | Buy |
4,581
+929
| +25% | +$104K | 0.3% | 213 |
|
|
2015
Q4 | $395K | Sell |
3,652
-429
| -11% | -$46.4K | 0.24% | 176 |
|
|
2015
Q3 | $447K | Sell |
4,081
-213
| -5% | -$23.3K | 0.25% | 139 |
|
|
2015
Q2 | $547K | Sell |
4,294
-854
| -17% | -$109K | 0.26% | 12 |
|
|
2015
Q1 | $548K | Sell |
5,148
-167
| -3% | -$17.8K | 0.28% | 52 |
|
|
2014
Q4 | $472K | Buy |
+5,315
| New | +$472K | 0.21% | 150 |
|