BWP
Baldwin Wealth Partners’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55
| Closed | -$19.1K | – | 370 |
|
|
2024
Q3 | $19.1K | Buy |
55
+50
| +1,000% | +$17.3K | ﹤0.01% | 705 |
|
|
2024
Q2 | $1.65K | Buy |
+5
| New | +$1.65K | ﹤0.01% | 675 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$42.9K | – | 734 |
|
|
2023
Q3 | $42.9K | Sell |
150
-5
| -3% | -$1.43K | ﹤0.01% | 418 |
|
|
2023
Q2 | $43.5K | Hold |
155
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $39.6K | Hold |
155
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $51.4K | Buy |
+155
| New | +$51.4K | ﹤0.01% | 415 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$21K | – | 623 |
|
|
2020
Q4 | $21K | Sell |
100
-210
| -68% | -$44.1K | ﹤0.01% | 400 |
|
|
2020
Q3 | $53K | Hold |
310
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $58K | Sell |
310
-194
| -38% | -$36.3K | 0.01% | 273 |
|
|
2020
Q1 | $89K | Buy |
504
+194
| +63% | +$34.3K | 0.02% | 210 |
|
|
2019
Q4 | $63K | Hold |
310
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $47K | Hold |
310
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $49K | Hold |
310
| – | – | 0.01% | 310 |
|
|
2019
Q1 | $50K | Buy |
+310
| New | +$50K | 0.01% | 297 |
|