Wolf Group Capital Advisors’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 |
-2,796
| Closed | -$567K | – | 96 |
|
|
2018
Q3 | $567K | Sell |
2,796
-1,371
| -33% | -$278K | 0.37% | 66 |
|
|
2018
Q2 | $765K | Sell |
4,167
-1,502
| -26% | -$276K | 0.5% | 56 |
|
|
2018
Q1 | $958K | Sell |
5,669
-4,250
| -43% | -$718K | 0.63% | 55 |
|
|
2017
Q4 | $1.79M | Buy |
9,919
+325
| +3% | +$58.6K | 1.11% | 36 |
|
|
2017
Q3 | $1.45M | Sell |
9,594
-1,203
| -11% | -$182K | 1.01% | 43 |
|
|
2017
Q2 | $1.64M | Sell |
10,797
-2,118
| -16% | -$322K | 1.26% | 35 |
|
|
2017
Q1 | $1.65M | Buy |
12,915
+895
| +7% | +$114K | 1.08% | 40 |
|
|
2016
Q4 | $1.49M | Buy |
+12,020
| New | +$1.49M | 1% | 43 |
|