Optimum Investment Advisors’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 |
-18,459
| Closed | -$3.74M | – | 1069 |
|
|
2018
Q3 | $3.74M | Sell |
18,459
-1,736
| -9% | -$352K | 1.03% | 18 |
|
|
2018
Q2 | $3.71M | Sell |
20,195
-429
| -2% | -$78.7K | 1.07% | 17 |
|
|
2018
Q1 | $3.49M | Sell |
20,624
-155
| -0.7% | -$26.2K | 1.02% | 19 |
|
|
2017
Q4 | $3.75M | Sell |
20,779
-50
| -0.2% | -$9.02K | 1.19% | 16 |
|
|
2017
Q3 | $3.31M | Sell |
20,829
-720
| -3% | -$114K | 1.11% | 17 |
|
|
2017
Q2 | $3.27M | Sell |
21,549
-246
| -1% | -$37.4K | 1.13% | 15 |
|
|
2017
Q1 | $2.78M | Sell |
21,795
-25
| -0.1% | -$3.19K | 0.99% | 20 |
|
|
2016
Q4 | $2.71M | Sell |
21,820
-3,831
| -15% | -$475K | 1.02% | 19 |
|
|
2016
Q3 | $2.96M | Sell |
25,651
-1,209
| -5% | -$140K | 1.11% | 16 |
|
|
2016
Q2 | $3.28M | Sell |
26,860
-565
| -2% | -$69K | 1.27% | 11 |
|
|
2016
Q1 | $3.08M | Sell |
27,425
-150
| -0.5% | -$16.9K | 1.21% | 13 |
|
|
2015
Q4 | $2.98M | Sell |
27,575
-644
| -2% | -$69.6K | 1.15% | 15 |
|
|
2015
Q3 | $3.09M | Buy |
+28,219
| New | +$3.09M | 1.25% | 9 |
|
|
2015
Q1 | $3.07M | Sell |
28,819
-650
| -2% | -$69.2K | 0.97% | 14 |
|
|
2014
Q4 | $2.62M | Sell |
29,469
-375
| -1% | -$33.3K | 0.84% | 24 |
|
|
2014
Q3 | $2.42M | Buy |
29,844
+100
| +0.3% | +$8.1K | 0.8% | 26 |
|
|
2014
Q2 | $2.41M | Buy |
29,744
+1,850
| +7% | +$150K | 0.78% | 26 |
|
|
2014
Q1 | $2.09M | Sell |
27,894
-1,919
| -6% | -$144K | 0.79% | 27 |
|
|
2013
Q4 | $2.05M | Sell |
29,813
-750
| -2% | -$51.4K | 0.77% | 29 |
|
|
2013
Q3 | $1.96M | Buy |
+30,563
| New | +$1.96M | 0.8% | 30 |
|