Rockefeller Financial Services’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.62M | Buy |
14,502
+10,882
| +301% | +$1.96M | 0.04% | 173 |
|
|
2017
Q3 | $576K | Buy |
3,620
+2,620
| +262% | +$417K | 0.01% | 255 |
|
|
2017
Q2 | $152K | Hold |
1,000
| – | – | ﹤0.01% | 316 |
|
|
2017
Q1 | $128K | Hold |
1,000
| – | – | ﹤0.01% | 340 |
|
|
2016
Q4 | $124K | Hold |
1,000
| – | – | ﹤0.01% | 360 |
|
|
2016
Q3 | $115K | Hold |
1,000
| – | – | ﹤0.01% | 341 |
|
|
2016
Q2 | $122K | Sell |
1,000
-99
| -9% | -$12.1K | ﹤0.01% | 342 |
|
|
2016
Q1 | $123K | Buy |
1,099
+99
| +10% | +$11.1K | ﹤0.01% | 356 |
|
|
2015
Q4 | $108K | Hold |
1,000
| – | – | ﹤0.01% | 386 |
|
|
2015
Q3 | $109K | Hold |
1,000
| – | – | ﹤0.01% | 371 |
|
|
2015
Q2 | $127K | Hold |
1,000
| – | – | ﹤0.01% | 347 |
|
|
2015
Q1 | $107K | Hold |
1,000
| – | – | ﹤0.01% | 371 |
|
|
2014
Q4 | $89K | Hold |
1,000
| – | – | ﹤0.01% | 362 |
|
|
2014
Q3 | $81K | Buy |
+1,000
| New | +$81K | ﹤0.01% | 380 |
|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$75K | – | 651 |
|
|
2014
Q1 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 409 |
|
|
2013
Q4 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
|
2013
Q3 | $64K | Hold |
1,000
| – | – | ﹤0.01% | 404 |
|
|
2013
Q2 | $64K | Buy |
+1,000
| New | +$64K | ﹤0.01% | 402 |
|