Pathstone Family Office’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 |
-13,225
| Closed | -$2.68M | – | 576 |
|
|
2018
Q3 | $2.68M | Buy |
13,225
+6,959
| +111% | +$1.41M | 0.84% | 16 |
|
|
2018
Q2 | $1.15M | Sell |
6,266
-6,959
| -53% | -$1.28M | 0.85% | 18 |
|
|
2018
Q1 | $2.24M | Hold |
13,225
| – | – | 1.25% | 14 |
|
|
2017
Q4 | $2.39M | Buy |
+13,225
| New | +$2.39M | 1.32% | 8 |
|
|
2017
Q3 | – | Sell |
-1,275
| Closed | -$194K | – | 376 |
|
|
2017
Q2 | $194K | Sell |
1,275
-338
| -21% | -$51.4K | 0.08% | 103 |
|
|
2017
Q1 | $206K | Sell |
1,613
-235
| -13% | -$30K | 0.11% | 92 |
|
|
2016
Q4 | $229K | Buy |
+1,848
| New | +$229K | 0.15% | 84 |
|