Univest Financial’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,536
| Closed | -$3.42M | – | 140 |
|
|
2019
Q4 | $3.42M | Buy |
+27,536
| New | +$3.42M | 1.45% | 25 |
|
|
2018
Q4 | – | Sell |
-20,501
| Closed | -$4.16M | – | 121 |
|
|
2018
Q3 | $4.16M | Sell |
20,501
-704
| -3% | -$143K | 1.27% | 29 |
|
|
2018
Q2 | $3.89M | Sell |
21,205
-967
| -4% | -$177K | 1.56% | 29 |
|
|
2018
Q1 | $3.75M | Sell |
22,172
-1,271
| -5% | -$215K | 1.62% | 31 |
|
|
2017
Q4 | $4.23M | Sell |
23,443
-61
| -0.3% | -$11K | 1.7% | 28 |
|
|
2017
Q3 | $3.74M | Sell |
23,504
-2,223
| -9% | -$353K | 1.58% | 29 |
|
|
2017
Q2 | $3.91M | Sell |
25,727
-281
| -1% | -$42.7K | 1.64% | 26 |
|
|
2017
Q1 | $3.32M | Sell |
26,008
-1,528
| -6% | -$195K | 1.45% | 35 |
|
|
2016
Q4 | $3.42M | Sell |
27,536
-1,992
| -7% | -$247K | 1.45% | 25 |
|
|
2016
Q3 | $3.41M | Sell |
29,528
-138
| -0.5% | -$15.9K | 1.54% | 26 |
|
|
2016
Q2 | $3.62M | Sell |
29,666
-528
| -2% | -$64.5K | 1.65% | 21 |
|
|
2016
Q1 | $3.39M | Sell |
30,194
-3,523
| -10% | -$396K | 1.54% | 30 |
|
|
2015
Q4 | $3.65M | Buy |
33,717
+872
| +3% | +$94.3K | 1.66% | 23 |
|
|
2015
Q3 | $3.59M | Sell |
32,845
-3,407
| -9% | -$373K | 1.76% | 16 |
|
|
2015
Q2 | $4.62M | Sell |
36,252
-735
| -2% | -$93.7K | 2.12% | 5 |
|
|
2015
Q1 | $3.94M | Sell |
36,987
-1,516
| -4% | -$161K | 1.77% | 14 |
|
|
2014
Q4 | $3.42M | Buy |
38,503
+681
| +2% | +$60.5K | 1.5% | 30 |
|
|
2014
Q3 | $3.06M | Sell |
37,822
-4,023
| -10% | -$326K | 1.44% | 32 |
|
|
2014
Q2 | $3.39M | Buy |
41,845
+349
| +0.8% | +$28.3K | 1.6% | 29 |
|
|
2014
Q1 | $3.11M | Sell |
41,496
-288
| -0.7% | -$21.6K | 1.55% | 26 |
|
|
2013
Q4 | $2.87M | Buy |
41,784
+173
| +0.4% | +$11.9K | 1.41% | 39 |
|
|
2013
Q3 | $2.66M | Sell |
41,611
-1,265
| -3% | -$81K | 1.42% | 40 |
|
|
2013
Q2 | $2.72M | Buy |
+42,876
| New | +$2.72M | 1.49% | 36 |
|