AWM
Aevitas Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-832
| Closed | -$133K | – | 140 |
|
|
2019
Q1 | $133K | Sell |
832
-3
| -0.4% | -$480 | 0.12% | 125 |
|
|
2018
Q4 | $159K | Buy |
835
+235
| +39% | +$44.7K | 0.16% | 110 |
|
|
2018
Q3 | $125K | Hold |
600
| – | – | 0.11% | 129 |
|
|
2018
Q2 | $102K | Hold |
600
| – | – | 0.1% | 136 |
|
|
2018
Q1 | $101K | Sell |
600
-200
| -25% | -$33.7K | 0.1% | 132 |
|
|
2017
Q4 | $162K | Buy |
+800
| New | +$162K | 0.15% | 105 |
|