YHB Investment 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 |
-2,095
| Closed | -$425K | – | 198 |
|
|
2018
Q3 | $425K | Hold |
2,095
| – | – | 0.06% | 142 |
|
|
2018
Q2 | $384K | Hold |
2,095
| – | – | 0.06% | 142 |
|
|
2018
Q1 | $354K | Hold |
2,095
| – | – | 0.06% | 149 |
|
|
2017
Q4 | $378K | Hold |
2,095
| – | – | 0.06% | 148 |
|
|
2017
Q3 | $333K | Hold |
2,095
| – | – | 0.06% | 147 |
|
|
2017
Q2 | $318K | Hold |
2,095
| – | – | 0.05% | 147 |
|
|
2017
Q1 | $283K | Hold |
2,095
| – | – | 0.05% | 153 |
|
|
2016
Q4 | $260K | Sell |
2,095
-130
| -6% | -$16.1K | 0.05% | 154 |
|
|
2016
Q3 | $257K | Buy |
2,225
+25
| +1% | +$2.89K | 0.06% | 151 |
|
|
2016
Q2 | $269K | Hold |
2,200
| – | – | 0.06% | 144 |
|
|
2016
Q1 | $247K | Hold |
2,200
| – | – | 0.07% | 137 |
|
|
2015
Q4 | $238K | Hold |
2,200
| – | – | 0.05% | 147 |
|
|
2015
Q3 | $241K | Hold |
2,200
| – | – | 0.06% | 144 |
|
|
2015
Q2 | $280K | Hold |
2,200
| – | – | 0.06% | 145 |
|
|
2015
Q1 | $234K | Buy |
+2,200
| New | +$234K | 0.05% | 156 |
|