Omnia 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 |
-122
| Closed | -$25K | – | 630 |
|
2018
Q3 | $25K | Buy |
122
+92
| +307% | +$18.9K | 0.01% | 194 |
|
2018
Q2 | $6K | Buy |
30
+13
| +76% | +$2.6K | ﹤0.01% | 302 |
|
2018
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 400 |
|
2017
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 400 |
|
2017
Q3 | $3K | Sell |
17
-36
| -68% | -$6.35K | ﹤0.01% | 417 |
|
2017
Q2 | $8K | Hold |
53
| – | – | ﹤0.01% | 330 |
|
2017
Q1 | $7K | Sell |
53
-83
| -61% | -$11K | ﹤0.01% | 341 |
|
2016
Q4 | $17K | Buy |
+136
| New | +$17K | 0.01% | 231 |
|