9258 Wealth Management’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.94M | Buy |
5,599
+34
| +0.6% | +$11.8K | 0.29% | 70 |
|
2024
Q2 | $1.84M | Buy |
5,565
+40
| +0.7% | +$13.2K | 0.28% | 71 |
|
2024
Q1 | $2.01M | Buy |
5,525
+167
| +3% | +$60.7K | 0.31% | 66 |
|
2023
Q4 | $1.6M | Sell |
5,358
-156
| -3% | -$46.7K | 0.28% | 73 |
|
2023
Q3 | $1.58M | Buy |
5,514
+314
| +6% | +$89.8K | 0.31% | 65 |
|
2023
Q2 | $1.46M | Sell |
5,200
-74
| -1% | -$20.8K | 0.27% | 73 |
|
2023
Q1 | $1.35M | Buy |
5,274
+1
| +0% | +$256 | 0.27% | 76 |
|
2022
Q4 | $1.75M | Buy |
5,273
+458
| +10% | +$152K | 0.38% | 61 |
|
2022
Q3 | $1.34M | Hold |
4,815
| – | – | 0.34% | 67 |
|
2022
Q2 | $1.27M | Sell |
4,815
-2
| -0% | -$527 | 0.33% | 76 |
|
2022
Q1 | $1.15M | Hold |
4,817
| – | – | 0.27% | 83 |
|
2021
Q4 | $1.11M | Buy |
4,817
+29
| +0.6% | +$6.66K | 0.25% | 89 |
|
2021
Q3 | $958K | Hold |
4,788
| – | – | 0.26% | 94 |
|
2021
Q2 | $1.14M | Hold |
4,788
| – | – | 0.31% | 71 |
|
2021
Q1 | $1.16M | Sell |
4,788
-210
| -4% | -$50.7K | 0.35% | 64 |
|
2020
Q4 | $1.04M | Hold |
4,998
| – | – | 0.34% | 66 |
|
2020
Q3 | $835K | Buy |
4,998
+2
| +0% | +$334 | 0.32% | 76 |
|
2020
Q2 | $937K | Hold |
4,996
| – | – | 0.38% | 69 |
|
2020
Q1 | $963K | Sell |
4,996
-6
| -0.1% | -$1.16K | 0.42% | 57 |
|
2019
Q4 | $1.02M | Buy |
+5,002
| New | +$1.02M | 0.38% | 70 |
|