Van Hulzen Asset Management’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,200
| Closed | -$247K | – | 157 |
|
|
2016
Q1 | $247K | Hold |
2,200
| – | – | 0.14% | 97 |
|
|
2015
Q4 | $238K | Buy |
2,200
+900
| +69% | +$97.4K | 0.15% | 95 |
|
|
2015
Q3 | $142K | Sell |
1,300
-7,965
| -86% | -$870K | 0.09% | 117 |
|
|
2015
Q2 | $1.18M | Hold |
9,265
| – | – | 0.64% | 52 |
|
|
2015
Q1 | $987K | Sell |
9,265
-7,926
| -46% | -$844K | 0.6% | 55 |
|
|
2014
Q4 | $1.53M | Buy |
17,191
+3,975
| +30% | +$353K | 1.06% | 32 |
|
|
2014
Q3 | $1.07M | Sell |
13,216
-5,575
| -30% | -$451K | 1.09% | 36 |
|
|
2014
Q2 | $1.52M | Sell |
18,791
-1,400
| -7% | -$114K | 1.31% | 30 |
|
|
2014
Q1 | $1.51M | Sell |
20,191
-600
| -3% | -$45K | 1.53% | 25 |
|
|
2013
Q4 | $1.43M | Buy |
+20,791
| New | +$1.43M | 1.23% | 26 |
|