AWM
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AllSquare Wealth Management’s Cigna CI Stock Holding History

AllSquare Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9
Closed -$2K – 493
2021
Q3 		$2K Hold
9
– – ﹤0.01% 450
2021
Q2 		$2K Hold
9
– – ﹤0.01% 466
2021
Q1 		$2K Hold
9
– – ﹤0.01% 456
2020
Q4 		$2K Hold
9
– – ﹤0.01% 424
2020
Q3 		$2K Hold
9
– – ﹤0.01% 422
2020
Q2 		$2K Hold
9
– – ﹤0.01% 422
2020
Q1 		$2K Hold
9
– – ﹤0.01% 399
2019
Q4 		$2K Sell
9
-42
-82% -$7.7K ﹤0.01% 414
2019
Q3 		$8K Hold
51
– – 0.01% 341
2019
Q2 		$8K Hold
51
– – 0.01% 351
2019
Q1 		$8K Hold
51
– – 0.01% 350
2018
Q4 		$10K Buy
51
+9
+21% +$1.88K 0.01% 308
2018
Q3 		$9K Hold
42
– – 0.01% 346
2018
Q2 		$7K Buy
+42
New +$7.27K 0.01% 365
2016
Q3 		– Hold
0
– – – 320
2016
Q2 		– Sell
-143
Closed -$18.9K – 304
2016
Q1 		$20K Sell
143
-36
-20% -$4.94K 0.02% 169
2015
Q4 		$26K Buy
179
+2
+1% +$275 0.03% 152
2015
Q3 		$24K Hold
177
– – 0.02% 156
2015
Q2 		$29K Hold
177
– – 0.03% 150
2015
Q1 		$23K Buy
177
+8
+5% +$930 0.02% 162
2014
Q4 		$17K Buy
+169
New +$16.7K 0.02% 188

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