ProVise Management Group’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$225K | – | 320 |
|
|
2016
Q1 | $225K | Hold |
2,000
| – | – | 0.05% | 259 |
|
|
2015
Q4 | $216K | Sell |
2,000
-5,751
| -74% | -$621K | 0.05% | 261 |
|
|
2015
Q3 | $848K | Buy |
7,751
+1,855
| +31% | +$203K | 0.2% | 128 |
|
|
2015
Q2 | $751K | Buy |
5,896
+145
| +3% | +$18.5K | 0.16% | 145 |
|
|
2015
Q1 | $613K | Hold |
5,751
| – | – | 0.13% | 161 |
|
|
2014
Q4 | $511K | Buy |
+5,751
| New | +$511K | 0.11% | 185 |
|