Wunderlich Capital Managemnt’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 |
-7,686
| Closed | -$1.56M | – | 103 |
|
|
2018
Q3 | $1.56M | Sell |
7,686
-727
| -9% | -$147K | 1.11% | 49 |
|
|
2018
Q2 | $1.54M | Buy |
8,413
+8
| +0.1% | +$1.47K | 1.07% | 55 |
|
|
2018
Q1 | $1.42M | Sell |
8,405
-1,058
| -11% | -$179K | 0.98% | 60 |
|
|
2017
Q4 | $1.71M | Buy |
9,463
+717
| +8% | +$129K | 1.18% | 36 |
|
|
2017
Q3 | $1.39M | Sell |
8,746
-134
| -2% | -$21.3K | 1.04% | 52 |
|
|
2017
Q2 | $1.35M | Sell |
8,880
-226
| -2% | -$34.3K | 1.01% | 56 |
|
|
2017
Q1 | $1.16M | Buy |
9,106
+623
| +7% | +$79.4K | 0.91% | 61 |
|
|
2016
Q4 | $1.05M | Buy |
8,483
+76
| +0.9% | +$9.43K | 0.86% | 65 |
|
|
2016
Q3 | $971K | Buy |
+8,407
| New | +$971K | 0.77% | 68 |
|