MinichMacGregor Wealth Management’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 |
-74
| Closed | -$15K | – | 598 |
|
|
2018
Q3 | $15K | Sell |
74
-9
| -11% | -$1.82K | 0.01% | 264 |
|
|
2018
Q2 | $15K | Hold |
83
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $14K | Sell |
83
-6
| -7% | -$1.01K | 0.01% | 260 |
|
|
2017
Q4 | $16K | Sell |
89
-4
| -4% | -$719 | 0.01% | 235 |
|
|
2017
Q3 | $14K | Hold |
93
| – | – | 0.01% | 239 |
|
|
2017
Q2 | $14K | Hold |
93
| – | – | 0.01% | 236 |
|
|
2017
Q1 | $11K | Buy |
93
+4
| +4% | +$473 | 0.01% | 264 |
|
|
2016
Q4 | $11K | Buy |
89
+43
| +93% | +$5.32K | 0.01% | 254 |
|
|
2016
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 339 |
|
|
2016
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 330 |
|
|
2016
Q1 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 317 |
|