Welch & Forbes’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 |
-5,459
| Closed | -$1.11M | – | 363 |
|
|
2018
Q3 | $1.11M | Sell |
5,459
-39
| -0.7% | -$7.91K | 0.03% | 197 |
|
|
2018
Q2 | $1.01M | Buy |
5,498
+70
| +1% | +$12.8K | 0.03% | 197 |
|
|
2018
Q1 | $917K | Buy |
5,428
+39
| +0.7% | +$6.59K | 0.02% | 208 |
|
|
2017
Q4 | $972K | Sell |
5,389
-261
| -5% | -$47.1K | 0.03% | 191 |
|
|
2017
Q3 | $898K | Hold |
5,650
| – | – | 0.02% | 200 |
|
|
2017
Q2 | $858K | Sell |
5,650
-109
| -2% | -$16.6K | 0.02% | 201 |
|
|
2017
Q1 | $735K | Buy |
5,759
+109
| +2% | +$13.9K | 0.02% | 211 |
|
|
2016
Q4 | $701K | Buy |
+5,650
| New | +$701K | 0.02% | 216 |
|
|
2016
Q3 | – | Sell |
-5,650
| Closed | -$690K | – | 352 |
|
|
2016
Q2 | $690K | Hold |
5,650
| – | – | 0.02% | 217 |
|
|
2016
Q1 | $635K | Buy |
5,650
+650
| +13% | +$73.1K | 0.02% | 226 |
|
|
2015
Q4 | $541K | Buy |
5,000
+800
| +19% | +$86.6K | 0.02% | 232 |
|
|
2015
Q3 | $460K | Hold |
4,200
| – | – | 0.02% | 251 |
|
|
2015
Q2 | $535K | Hold |
4,200
| – | – | 0.02% | 243 |
|
|
2015
Q1 | $447K | Hold |
4,200
| – | – | 0.01% | 260 |
|
|
2014
Q4 | $373K | Hold |
4,200
| – | – | 0.01% | 281 |
|
|
2014
Q3 | $340K | Hold |
4,200
| – | – | 0.01% | 286 |
|
|
2014
Q2 | $341K | Hold |
4,200
| – | – | 0.01% | 273 |
|
|
2014
Q1 | $315K | Hold |
4,200
| – | – | 0.01% | 283 |
|
|
2013
Q4 | $288K | Sell |
4,200
-2,045
| -33% | -$140K | 0.01% | 279 |
|
|
2013
Q3 | $400K | Buy |
6,245
+2,045
| +49% | +$131K | 0.01% | 273 |
|
|
2013
Q2 | $267K | Buy |
+4,200
| New | +$267K | 0.01% | 279 |
|