WBH Advisory’s Aetna Inc AET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,903
| Closed | -$386K | – | 248 |
|
|
2018
Q3 | $386K | Buy |
1,903
+300
| +19% | +$60.9K | 0.09% | 179 |
|
|
2018
Q2 | $264K | Hold |
1,603
| – | – | 0.07% | 199 |
|
|
2018
Q1 | $270K | Sell |
1,603
-100
| -6% | -$16.8K | 0.07% | 199 |
|
|
2017
Q4 | $307K | Sell |
1,703
-251
| -13% | -$45.2K | 0.08% | 187 |
|
|
2017
Q3 | $310K | Buy |
1,954
+601
| +44% | +$95.3K | 0.09% | 185 |
|
|
2017
Q2 | $205K | Buy |
+1,353
| New | +$205K | 0.06% | 222 |
|