Plante Moran Financial 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 |
-377
| Closed | -$76K | – | 1003 |
|
|
2018
Q3 | $76K | Hold |
377
| – | – | 0.02% | 241 |
|
|
2018
Q2 | $69K | Sell |
377
-110
| -23% | -$20.1K | 0.04% | 269 |
|
|
2018
Q1 | $82K | Sell |
487
-108
| -18% | -$18.2K | 0.04% | 263 |
|
|
2017
Q4 | $107K | Sell |
595
-4
| -0.7% | -$719 | 0.06% | 210 |
|
|
2017
Q3 | $95K | Sell |
599
-1
| -0.2% | -$159 | 0.06% | 211 |
|
|
2017
Q2 | $91K | Buy |
600
+100
| +20% | +$15.2K | 0.06% | 213 |
|
|
2017
Q1 | $64K | Buy |
500
+6
| +1% | +$768 | 0.04% | 277 |
|
|
2016
Q4 | $61K | Sell |
494
-1,268
| -72% | -$157K | 0.04% | 293 |
|
|
2016
Q3 | $203K | Buy |
1,762
+656
| +59% | +$75.6K | 0.14% | 119 |
|
|
2016
Q2 | $135K | Buy |
1,106
+28
| +3% | +$3.42K | 0.1% | 152 |
|
|
2016
Q1 | $121K | Sell |
1,078
-49
| -4% | -$5.5K | 0.09% | 154 |
|
|
2015
Q4 | $122K | Buy |
1,127
+156
| +16% | +$16.9K | 0.09% | 160 |
|
|
2015
Q3 | $106K | Buy |
971
+218
| +29% | +$23.8K | 0.08% | 167 |
|
|
2015
Q2 | $96K | Buy |
753
+513
| +214% | +$65.4K | 0.07% | 202 |
|
|
2015
Q1 | $26K | Buy |
240
+123
| +105% | +$13.3K | 0.02% | 380 |
|
|
2014
Q4 | $10K | Hold |
117
| – | – | 0.01% | 542 |
|
|
2014
Q3 | $9K | Hold |
117
| – | – | 0.01% | 575 |
|
|
2014
Q2 | $9K | Buy |
+117
| New | +$9K | 0.01% | 573 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$27K | – | 731 |
|
|
2013
Q4 | $27K | Sell |
400
-400
| -50% | -$27K | 0.02% | 313 |
|
|
2013
Q3 | $51K | Hold |
800
| – | – | 0.03% | 192 |
|
|
2013
Q2 | $51K | Buy |
+800
| New | +$51K | 0.04% | 167 |
|