Montag & Associates’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 |
-1,315
| Closed | -$267K | – | 333 |
|
|
2018
Q3 | $267K | Hold |
1,315
| – | – | 0.02% | 282 |
|
|
2018
Q2 | $241K | Hold |
1,315
| – | – | 0.02% | 255 |
|
|
2018
Q1 | $222K | Sell |
1,315
-133
| -9% | -$22.5K | 0.02% | 265 |
|
|
2017
Q4 | $261K | Hold |
1,448
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $230K | Hold |
1,448
| – | – | 0.02% | 233 |
|
|
2017
Q2 | $220K | Buy |
+1,448
| New | +$220K | 0.02% | 231 |
|
|
2017
Q1 | – | Sell |
-4,930
| Closed | -$611K | – | 249 |
|
|
2016
Q4 | $611K | Buy |
+4,930
| New | +$611K | 0.07% | 166 |
|