Steward Partners Investment Advisory’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 |
-4,199
| Closed | -$852K | – | 2570 |
|
|
2018
Q3 | $852K | Buy |
4,199
+95
| +2% | +$19.3K | 0.04% | 386 |
|
|
2018
Q2 | $753K | Buy |
4,104
+1,421
| +53% | +$261K | 0.05% | 360 |
|
|
2018
Q1 | $453K | Buy |
2,683
+427
| +19% | +$72.1K | 0.03% | 444 |
|
|
2017
Q4 | $406K | Buy |
2,256
+213
| +10% | +$38.3K | 0.03% | 404 |
|
|
2017
Q3 | $324K | Buy |
2,043
+1,524
| +294% | +$242K | 0.03% | 366 |
|
|
2017
Q2 | $78K | Buy |
519
+2
| +0.4% | +$301 | 0.01% | 539 |
|
|
2017
Q1 | $65K | Buy |
517
+276
| +115% | +$34.7K | 0.01% | 498 |
|
|
2016
Q4 | $29K | Buy |
+241
| New | +$29K | 0.01% | 406 |
|