Waverly Advisors’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,505
| Closed | -$271K | – | 395 |
|
|
2017
Q4 | $271K | Sell |
1,505
-765
| -34% | -$138K | 0.04% | 201 |
|
|
2017
Q3 | $361K | Sell |
2,270
-1,084
| -32% | -$172K | 0.08% | 163 |
|
|
2017
Q2 | $509K | Sell |
3,354
-28
| -0.8% | -$4.25K | 0.13% | 130 |
|
|
2017
Q1 | $431K | Buy |
+3,382
| New | +$431K | 0.11% | 142 |
|
|
2015
Q4 | – | Sell |
-735
| Closed | -$80K | – | 433 |
|
|
2015
Q3 | $80K | Buy |
735
+342
| +87% | +$37.2K | 0.06% | 88 |
|
|
2015
Q2 | $50K | Buy |
393
+228
| +138% | +$29K | 0.03% | 140 |
|
|
2015
Q1 | $18K | Sell |
165
-4
| -2% | -$436 | 0.01% | 206 |
|
|
2014
Q4 | $15K | Hold |
169
| – | – | 0.01% | 248 |
|
|
2014
Q3 | $14K | Sell |
169
-59
| -26% | -$4.89K | 0.01% | 409 |
|
|
2014
Q2 | $18K | Buy |
+228
| New | +$18K | 0.01% | 353 |
|