Sowell 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,892
| Closed | -$384K | – | 560 |
|
2018
Q3 | $384K | Buy |
1,892
+1
| +0.1% | +$203 | 0.06% | 239 |
|
2018
Q2 | $368K | Buy |
1,891
+18
| +1% | +$3.5K | 0.08% | 205 |
|
2018
Q1 | $331K | Sell |
1,873
-115
| -6% | -$20.3K | 0.08% | 204 |
|
2017
Q4 | $369K | Buy |
1,988
+5
| +0.3% | +$928 | 0.09% | 188 |
|
2017
Q3 | $341K | Buy |
1,983
+221
| +13% | +$38K | 0.09% | 182 |
|
2017
Q2 | $275K | Buy |
+1,762
| New | +$275K | 0.08% | 201 |
|
2017
Q1 | – | Sell |
-80
| Closed | -$10K | – | 641 |
|
2016
Q4 | $10K | Buy |
+80
| New | +$10K | ﹤0.01% | 485 |
|