Mosaic Family Wealth’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 |
-31
| Closed | -$6K | – | 669 |
|
|
2018
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 551 |
|
|
2018
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 583 |
|
|
2018
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 589 |
|
|
2017
Q4 | $6K | Sell |
31
-35
| -53% | -$6.77K | ﹤0.01% | 586 |
|
|
2017
Q3 | $10K | Sell |
66
-6
| -8% | -$909 | ﹤0.01% | 566 |
|
|
2017
Q2 | $11K | Hold |
72
| – | – | ﹤0.01% | 487 |
|
|
2017
Q1 | $9K | Buy |
72
+12
| +20% | +$1.5K | ﹤0.01% | 516 |
|
|
2016
Q4 | $7K | Buy |
60
+31
| +107% | +$3.62K | ﹤0.01% | 525 |
|
|
2016
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 664 |
|
|
2016
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 640 |
|
|
2016
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 676 |
|
|
2015
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 660 |
|