Northstar Wealth Partners’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 |
-5,386
| Closed | -$1.09M | – | 185 |
|
|
2018
Q3 | $1.09M | Hold |
5,386
| – | – | 0.52% | 64 |
|
|
2018
Q2 | $988K | Hold |
5,386
| – | – | 0.49% | 66 |
|
|
2018
Q1 | $910K | Buy |
5,386
+173
| +3% | +$29.2K | 0.47% | 68 |
|
|
2017
Q4 | $963K | Buy |
5,213
+100
| +2% | +$18.5K | 0.86% | 43 |
|
|
2017
Q3 | $809K | Buy |
5,113
+150
| +3% | +$23.7K | 0.79% | 46 |
|
|
2017
Q2 | $764K | Sell |
4,963
-2,400
| -33% | -$369K | 0.7% | 46 |
|
|
2017
Q1 | $937K | Buy |
+7,363
| New | +$937K | 0.87% | 35 |
|