Stonehage Fleming 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
Q2 | – | Sell |
-2,996
| Closed | -$505K | – | 228 |
|
|
2018
Q1 | $505K | Hold |
2,996
| – | – | 0.03% | 114 |
|
|
2017
Q4 | $541K | Sell |
2,996
-1,617
| -35% | -$292K | 0.03% | 126 |
|
|
2017
Q3 | $733K | Hold |
4,613
| – | – | 0.04% | 119 |
|
|
2017
Q2 | $700K | Hold |
4,613
| – | – | 0.04% | 115 |
|
|
2017
Q1 | $588K | Hold |
4,613
| – | – | 0.04% | 150 |
|
|
2016
Q4 | $572K | Hold |
4,613
| – | – | 0.04% | 151 |
|
|
2016
Q3 | $533K | Buy |
4,613
+804
| +21% | +$92.9K | 0.03% | 144 |
|
|
2016
Q2 | $465K | Buy |
+3,809
| New | +$465K | 0.03% | 144 |
|