Mark Sheptoff Financial Planning’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 |
-3,116
| Closed | -$632K | – | 381 |
|
|
2018
Q3 | $632K | Sell |
3,116
-100
| -3% | -$20.3K | 0.43% | 47 |
|
|
2018
Q2 | $590K | Hold |
3,216
| – | – | 0.44% | 53 |
|
|
2018
Q1 | $544K | Hold |
3,216
| – | – | 0.38% | 62 |
|
|
2017
Q4 | $580K | Hold |
3,216
| – | – | 0.38% | 62 |
|
|
2017
Q3 | $511K | Hold |
3,216
| – | – | 0.34% | 64 |
|
|
2017
Q2 | $488K | Sell |
3,216
-1
| -0% | -$152 | 0.34% | 67 |
|
|
2017
Q1 | $410K | Buy |
3,217
+1
| +0% | +$127 | 0.29% | 73 |
|
|
2016
Q4 | $399K | Hold |
3,216
| – | – | 0.3% | 74 |
|
|
2016
Q3 | $371K | Sell |
3,216
-150
| -4% | -$17.3K | 0.28% | 68 |
|
|
2016
Q2 | $411K | Hold |
3,366
| – | – | 0.31% | 65 |
|
|
2016
Q1 | $378K | Hold |
3,366
| – | – | 0.31% | 66 |
|
|
2015
Q4 | $364K | Buy |
3,366
+200
| +6% | +$21.6K | 0.3% | 69 |
|
|
2015
Q3 | $346K | Buy |
3,166
+66
| +2% | +$7.21K | 0.3% | 71 |
|
|
2015
Q2 | $395K | Hold |
3,100
| – | – | 0.32% | 73 |
|
|
2015
Q1 | $330K | Hold |
3,100
| – | – | 0.28% | 77 |
|
|
2014
Q4 | $275K | Buy |
3,100
+100
| +3% | +$8.87K | 0.24% | 88 |
|
|
2014
Q3 | $243K | Buy |
3,000
+800
| +36% | +$64.8K | 0.21% | 95 |
|
|
2014
Q2 | $178K | Buy |
2,200
+200
| +10% | +$16.2K | 0.15% | 104 |
|
|
2014
Q1 | $150K | Buy |
+2,000
| New | +$150K | 0.13% | 113 |
|