WESPAC Advisors SoCal’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 |
-3,875
| Closed | -$786K | – | 389 |
|
|
2018
Q3 | $786K | Buy |
3,875
+50
| +1% | +$10.1K | 0.39% | 45 |
|
|
2018
Q2 | $701K | Sell |
3,825
-275
| -7% | -$50.4K | 0.4% | 43 |
|
|
2018
Q1 | $692K | Buy |
4,100
+250
| +6% | +$42.2K | 0.4% | 45 |
|
|
2017
Q4 | $694K | Hold |
3,850
| – | – | 0.4% | 44 |
|
|
2017
Q3 | $612K | Sell |
3,850
-175
| -4% | -$27.8K | 0.36% | 46 |
|
|
2017
Q2 | $611K | Sell |
4,025
-75
| -2% | -$11.4K | 0.39% | 40 |
|
|
2017
Q1 | $523K | Buy |
4,100
+625
| +18% | +$79.7K | 0.32% | 51 |
|
|
2016
Q4 | $431K | Sell |
3,475
-23
| -0.7% | -$2.85K | 0.28% | 54 |
|
|
2016
Q3 | $404K | Sell |
3,498
-147
| -4% | -$17K | 0.27% | 60 |
|
|
2016
Q2 | $445K | Buy |
3,645
+275
| +8% | +$33.6K | 0.29% | 55 |
|
|
2016
Q1 | $379K | Buy |
3,370
+120
| +4% | +$13.5K | 0.28% | 60 |
|
|
2015
Q4 | $351K | Buy |
+3,250
| New | +$351K | 0.23% | 64 |
|