SDWMA
AET
Schneider Downs Wealth Management Advisors’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,470
| Closed | -$298K | – | 73 |
|
|
2018
Q3 | $298K | Hold |
1,470
| – | – | 0.19% | 41 |
|
|
2018
Q2 | $270K | Sell |
1,470
-223
| -13% | -$41K | 0.18% | 42 |
|
|
2018
Q1 | $286K | Sell |
1,693
-12,371
| -88% | -$2.09M | 0.16% | 41 |
|
|
2017
Q4 | $2.54M | Sell |
14,064
-25
| -0.2% | -$4.51K | 1.47% | 8 |
|
|
2017
Q3 | $2.24M | Hold |
14,089
| – | – | 1.44% | 8 |
|
|
2017
Q2 | $2.14M | Hold |
14,089
| – | – | 1.4% | 10 |
|
|
2017
Q1 | $1.8M | Buy |
+14,089
| New | +$1.8M | 1.23% | 11 |
|