SWM
AET
Segment Wealth Management’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,056
| Closed | -$418K | – | 229 |
|
|
2018
Q3 | $418K | Sell |
2,056
-1
| -0% | -$203 | 0.09% | 140 |
|
|
2018
Q2 | $377K | Sell |
2,057
-7
| -0.3% | -$1.28K | 0.09% | 143 |
|
|
2018
Q1 | $349K | Hold |
2,064
| – | – | 0.09% | 142 |
|
|
2017
Q4 | $372K | Sell |
2,064
-5
| -0.2% | -$901 | 0.09% | 144 |
|
|
2017
Q3 | $329K | Sell |
2,069
-9
| -0.4% | -$1.43K | 0.09% | 145 |
|
|
2017
Q2 | $316K | Buy |
2,078
+143
| +7% | +$21.7K | 0.09% | 152 |
|
|
2017
Q1 | $247K | Buy |
1,935
+116
| +6% | +$14.8K | 0.08% | 157 |
|
|
2016
Q4 | $226K | Sell |
1,819
-90
| -5% | -$11.2K | 0.08% | 151 |
|
|
2016
Q3 | $220K | Hold |
1,909
| – | – | 0.09% | 145 |
|
|
2016
Q2 | $233K | Hold |
1,909
| – | – | 0.1% | 130 |
|
|
2016
Q1 | $214K | Sell |
1,909
-100
| -5% | -$11.2K | 0.08% | 138 |
|
|
2015
Q4 | $217K | Sell |
2,009
-266
| -12% | -$28.7K | 0.08% | 141 |
|
|
2015
Q3 | $249K | Buy |
2,275
+81
| +4% | +$8.87K | 0.1% | 138 |
|
|
2015
Q2 | $280K | Sell |
2,194
-185
| -8% | -$23.6K | 0.1% | 139 |
|
|
2015
Q1 | $253K | Buy |
+2,379
| New | +$253K | 0.08% | 150 |
|