Sullivan, Bruyette, Speros & Blaney’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 |
-1,961
| Closed | -$398K | – | 211 |
|
|
2018
Q3 | $398K | Sell |
1,961
-126
| -6% | -$25.6K | 0.04% | 113 |
|
|
2018
Q2 | $383K | Hold |
2,087
| – | – | 0.04% | 112 |
|
|
2018
Q1 | $353K | Hold |
2,087
| – | – | 0.03% | 117 |
|
|
2017
Q4 | $376K | Sell |
2,087
-256
| -11% | -$46.1K | 0.04% | 111 |
|
|
2017
Q3 | $373K | Buy |
2,343
+1
| +0% | +$159 | 0.04% | 107 |
|
|
2017
Q2 | $356K | Buy |
2,342
+1
| +0% | +$152 | 0.04% | 108 |
|
|
2017
Q1 | $299K | Hold |
2,341
| – | – | 0.03% | 114 |
|
|
2016
Q4 | $290K | Sell |
2,341
-166
| -7% | -$20.6K | 0.03% | 115 |
|
|
2016
Q3 | $289K | Sell |
2,507
-28
| -1% | -$3.23K | 0.03% | 113 |
|
|
2016
Q2 | $310K | Buy |
+2,535
| New | +$310K | 0.03% | 106 |
|