YorkBridge Wealth Partners’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 |
-1,248
| Closed | -$254K | – | 799 |
|
|
2018
Q3 | $254K | Buy |
1,248
+13
| +1% | +$2.65K | 0.12% | 145 |
|
|
2018
Q2 | $227K | Hold |
1,235
| – | – | 0.1% | 163 |
|
|
2018
Q1 | $214K | Hold |
1,235
| – | – | 0.1% | 172 |
|
|
2017
Q4 | $223K | Sell |
1,235
-146
| -11% | -$26.4K | 0.11% | 165 |
|
|
2017
Q3 | $220K | Hold |
1,381
| – | – | 0.11% | 162 |
|
|
2017
Q2 | $210K | Hold |
1,381
| – | – | 0.11% | 167 |
|
|
2017
Q1 | $192K | Sell |
1,381
-320
| -19% | -$44.5K | 0.1% | 174 |
|
|
2016
Q4 | $220K | Buy |
+1,701
| New | +$220K | 0.13% | 150 |
|