River Wealth 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 |
-5,911
| Closed | -$1.2M | – | 610 |
|
|
2018
Q3 | $1.2M | Sell |
5,911
-539
| -8% | -$109K | 0.44% | 77 |
|
|
2018
Q2 | $1.18M | Sell |
6,450
-544
| -8% | -$99.9K | 0.46% | 74 |
|
|
2018
Q1 | $1.18M | Sell |
6,994
-24
| -0.3% | -$4.06K | 0.5% | 73 |
|
|
2017
Q4 | $1.27M | Sell |
7,018
-19
| -0.3% | -$3.43K | 0.53% | 71 |
|
|
2017
Q3 | $1.12M | Buy |
7,037
+315
| +5% | +$50.1K | 0.51% | 75 |
|
|
2017
Q2 | $1.02M | Buy |
6,722
+532
| +9% | +$80.8K | 0.48% | 77 |
|
|
2017
Q1 | $790K | Buy |
6,190
+975
| +19% | +$124K | 0.38% | 89 |
|
|
2016
Q4 | $647K | Buy |
5,215
+71
| +1% | +$8.81K | 0.33% | 95 |
|
|
2016
Q3 | $594K | Sell |
5,144
-50
| -1% | -$5.77K | 0.33% | 96 |
|
|
2016
Q2 | $634K | Buy |
5,194
+100
| +2% | +$12.2K | 0.36% | 90 |
|
|
2016
Q1 | $572K | Sell |
5,094
-139
| -3% | -$15.6K | 0.34% | 95 |
|
|
2015
Q4 | $566K | Sell |
5,233
-265
| -5% | -$28.7K | 0.36% | 91 |
|
|
2015
Q3 | $602K | Buy |
5,498
+591
| +12% | +$64.7K | 0.41% | 82 |
|
|
2015
Q2 | $625K | Sell |
4,907
-139
| -3% | -$17.7K | 0.4% | 85 |
|
|
2015
Q1 | $538K | Buy |
+5,046
| New | +$538K | 0.33% | 98 |
|