San Francisco Sentry Investment Group’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 |
-2,391
| Closed | -$485K | – | 1115 |
|
|
2018
Q3 | $485K | Buy |
2,391
+28
| +1% | +$5.68K | 0.18% | 107 |
|
|
2018
Q2 | $433K | Sell |
2,363
-246
| -9% | -$45.1K | 0.18% | 115 |
|
|
2018
Q1 | $441K | Sell |
2,609
-140
| -5% | -$23.7K | 0.13% | 164 |
|
|
2017
Q4 | $496K | Sell |
2,749
-25
| -0.9% | -$4.51K | 0.15% | 140 |
|
|
2017
Q3 | $441K | Buy |
2,774
+484
| +21% | +$76.9K | 0.15% | 155 |
|
|
2017
Q2 | $347K | Buy |
2,290
+216
| +10% | +$32.7K | 0.12% | 161 |
|
|
2017
Q1 | $265K | Hold |
2,074
| – | – | 0.15% | 155 |
|
|
2016
Q4 | $257K | Buy |
+2,074
| New | +$257K | 0.15% | 145 |
|
|
2014
Q1 | – | Sell |
-225
| Closed | -$15K | – | 684 |
|
|
2013
Q4 | $15K | Hold |
225
| – | – | 0.01% | 454 |
|
|
2013
Q3 | $14K | Buy |
+225
| New | +$14K | 0.01% | 440 |
|