PWAG
AET
Polaris Wealth Advisory Group’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-119,013
| Closed | -$14.8M | – | 126 |
|
|
2016
Q4 | $14.8M | Sell |
119,013
-4,619
| -4% | -$573K | 1.71% | 27 |
|
|
2016
Q3 | $14.3M | Buy |
123,632
+5,892
| +5% | +$680K | 1.71% | 30 |
|
|
2016
Q2 | $14.4M | Buy |
117,740
+14,075
| +14% | +$1.72M | 2.23% | 20 |
|
|
2016
Q1 | $11.6M | Buy |
103,665
+20,336
| +24% | +$2.28M | 1.82% | 28 |
|
|
2015
Q4 | $9.01M | Buy |
83,329
+16,717
| +25% | +$1.81M | 1.45% | 35 |
|
|
2015
Q3 | $7.29M | Buy |
66,612
+8,161
| +14% | +$893K | 1.49% | 28 |
|
|
2015
Q2 | $7.45M | Buy |
58,451
+6,264
| +12% | +$798K | 1.48% | 19 |
|
|
2015
Q1 | $5.56M | Buy |
52,187
+17,189
| +49% | +$1.83M | 1.01% | 26 |
|
|
2014
Q4 | $3.11M | Buy |
+34,998
| New | +$3.11M | 0.64% | 46 |
|
|
2013
Q4 | – | Sell |
-12,850
| Closed | -$823K | – | 197 |
|
|
2013
Q3 | $823K | Buy |
12,850
+4,240
| +49% | +$271K | 0.26% | 46 |
|
|
2013
Q2 | $547K | Buy |
+8,610
| New | +$547K | 0.22% | 48 |
|