West Oak Capital’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 |
-157
| Closed | -$31.8K | – | 365 |
|
|
2018
Q3 | $31.8K | Hold |
157
| – | – | 0.02% | 204 |
|
|
2018
Q2 | $28.8K | Sell |
157
-144
| -48% | -$26.4K | 0.02% | 205 |
|
|
2018
Q1 | $50.9K | Hold |
301
| – | – | 0.03% | 179 |
|
|
2017
Q4 | $54.3K | Sell |
301
-10
| -3% | -$1.8K | 0.03% | 166 |
|
|
2017
Q3 | $49.5K | Buy |
311
+10
| +3% | +$1.59K | 0.03% | 186 |
|
|
2017
Q2 | $45.7K | Hold |
301
| – | – | 0.03% | 195 |
|
|
2017
Q1 | $38.4K | Buy |
+301
| New | +$38.4K | 0.02% | 199 |
|