Perigon Wealth Management’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-516
| Closed | -$87K | – | 685 |
|
|
2018
Q1 | $87K | Hold |
516
| – | – | 0.03% | 247 |
|
|
2017
Q4 | $93K | Buy |
516
+118
| +30% | +$21.3K | 0.03% | 212 |
|
|
2017
Q3 | $63K | Hold |
398
| – | – | 0.02% | 310 |
|
|
2017
Q2 | $60K | Sell |
398
-122
| -23% | -$18.4K | 0.01% | 365 |
|
|
2017
Q1 | $66K | Buy |
520
+37
| +8% | +$4.7K | 0.01% | 362 |
|
|
2016
Q4 | $63K | Buy |
483
+85
| +21% | +$11.1K | 0.01% | 334 |
|
|
2016
Q3 | $46K | Buy |
398
+70
| +21% | +$8.09K | 0.01% | 321 |
|
|
2016
Q2 | $40K | Buy |
+328
| New | +$40K | 0.01% | 297 |
|