WEC
AET
Winslow Evans & Crocker’s Aetna Inc AET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,260
| Closed | -$256K | – | 1153 |
|
|
2018
Q3 | $256K | Hold |
1,260
| – | – | 0.08% | 239 |
|
|
2018
Q2 | $232K | Hold |
1,260
| – | – | 0.07% | 235 |
|
|
2018
Q1 | $213K | Hold |
1,260
| – | – | 0.07% | 238 |
|
|
2017
Q4 | $227K | Hold |
1,260
| – | – | 0.07% | 240 |
|
|
2017
Q3 | $200K | Hold |
1,260
| – | – | 0.07% | 250 |
|
|
2017
Q2 | $191K | Hold |
1,260
| – | – | 0.05% | 325 |
|
|
2017
Q1 | $161K | Hold |
1,260
| – | – | 0.05% | 328 |
|
|
2016
Q4 | $156K | Sell |
1,260
-500
| -28% | -$62K | 0.05% | 323 |
|
|
2016
Q3 | $203K | Hold |
1,760
| – | – | 0.06% | 299 |
|
|
2016
Q2 | $215K | Sell |
1,760
-700
| -28% | -$85.5K | 0.06% | 270 |
|
|
2016
Q1 | $276K | Hold |
2,460
| – | – | 0.08% | 219 |
|
|
2015
Q4 | $266K | Buy |
2,460
+224
| +10% | +$24.2K | 0.08% | 252 |
|
|
2015
Q3 | $245K | Hold |
2,236
| – | – | 0.08% | 242 |
|
|
2015
Q2 | $285K | Sell |
2,236
-324
| -13% | -$41.3K | 0.08% | 242 |
|
|
2015
Q1 | $273K | Buy |
2,560
+1,300
| +103% | +$138K | 0.08% | 257 |
|
|
2014
Q4 | $112K | Hold |
1,260
| – | – | 0.03% | 394 |
|
|
2014
Q3 | $102K | Sell |
1,260
-44
| -3% | -$3.56K | 0.03% | 417 |
|
|
2014
Q2 | $106K | Buy |
1,304
+44
| +3% | +$3.57K | 0.04% | 350 |
|
|
2014
Q1 | $94.5K | Sell |
1,260
-22
| -2% | -$1.65K | 0.03% | 358 |
|
|
2013
Q4 | $88K | Buy |
+1,282
| New | +$88K | 0.03% | 401 |
|