Summit Securities Group’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,600
| Closed | -$477K | – | 198 |
|
|
2018
Q2 | $477K | Buy |
+2,600
| New | +$477K | 0.07% | 74 |
|
|
2018
Q1 | – | Sell |
-2,600
| Closed | -$469K | – | 198 |
|
|
2017
Q4 | $469K | Buy |
2,600
+1,300
| +100% | +$235K | 0.06% | 99 |
|
|
2017
Q3 | $207K | Buy |
+1,300
| New | +$207K | 0.04% | 111 |
|
|
2017
Q2 | – | Sell |
-3,533
| Closed | -$451K | – | 366 |
|
|
2017
Q1 | $451K | Buy |
+3,533
| New | +$451K | 0.13% | 130 |
|
|
2016
Q1 | – | Sell |
-2,400
| Closed | -$259K | – | 383 |
|
|
2015
Q4 | $259K | Sell |
2,400
-100
| -4% | -$10.8K | 0.08% | 161 |
|
|
2015
Q3 | $274K | Buy |
+2,500
| New | +$274K | 0.2% | 60 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$18K | – | 571 |
|
|
2014
Q4 | $18K | Buy |
+200
| New | +$18K | 0.01% | 361 |
|
|
2014
Q1 | – | Sell |
-2,200
| Closed | -$151K | – | 526 |
|
|
2013
Q4 | $151K | Buy |
+2,200
| New | +$151K | 0.03% | 193 |
|