TWA
AET
TCI Wealth Advisors’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,687
| Closed | -$342K | – | 1788 |
|
|
2018
Q3 | $342K | Buy |
1,687
+463
| +38% | +$93.9K | 0.14% | 108 |
|
|
2018
Q2 | $225K | Sell |
1,224
-578
| -32% | -$106K | 0.1% | 140 |
|
|
2018
Q1 | $305K | Buy |
1,802
+600
| +50% | +$102K | 0.14% | 107 |
|
|
2017
Q4 | $217K | Hold |
1,202
| – | – | 0.1% | 145 |
|
|
2017
Q3 | $191K | Hold |
1,202
| – | – | 0.09% | 145 |
|
|
2017
Q2 | $182K | Hold |
1,202
| – | – | 0.09% | 142 |
|
|
2017
Q1 | $153K | Hold |
1,202
| – | – | 0.08% | 160 |
|
|
2016
Q4 | $149K | Hold |
1,202
| – | – | 0.08% | 174 |
|
|
2016
Q3 | $139K | Hold |
1,202
| – | – | 0.08% | 170 |
|
|
2016
Q2 | $147K | Sell |
1,202
-160
| -12% | -$19.6K | 0.08% | 156 |
|
|
2016
Q1 | $153K | Buy |
1,362
+160
| +13% | +$18K | 0.08% | 155 |
|
|
2015
Q4 | $130K | Hold |
1,202
| – | – | 0.07% | 176 |
|
|
2015
Q3 | $132K | Buy |
1,202
+160
| +15% | +$17.6K | 0.08% | 169 |
|
|
2015
Q2 | $133K | Sell |
1,042
-300
| -22% | -$38.3K | 0.08% | 167 |
|
|
2015
Q1 | $143K | Hold |
1,342
| – | – | 0.09% | 142 |
|
|
2014
Q4 | $119K | Buy |
1,342
+300
| +29% | +$26.6K | 0.07% | 162 |
|
|
2014
Q3 | $84K | Hold |
1,042
| – | – | 0.05% | 188 |
|
|
2014
Q2 | $84K | Hold |
1,042
| – | – | 0.05% | 199 |
|
|
2014
Q1 | $78K | Hold |
1,042
| – | – | 0.05% | 190 |
|
|
2013
Q4 | $71K | Hold |
1,042
| – | – | 0.04% | 206 |
|
|
2013
Q3 | $67K | Hold |
1,042
| – | – | 0.05% | 191 |
|
|
2013
Q2 | $66K | Buy |
+1,042
| New | +$66K | 0.05% | 193 |
|