BDO Wealth Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $53.4K | Buy |
190
+90
| +90% | +$25.3K | 0.01% | 423 |
|
2023
Q1 | $25.5K | Sell |
100
-15
| -13% | -$3.83K | ﹤0.01% | 542 |
|
2022
Q4 | $38K | Sell |
115
-45
| -28% | -$14.9K | ﹤0.01% | 460 |
|
2022
Q3 | $44K | Buy |
160
+97
| +154% | +$26.7K | 0.01% | 422 |
|
2022
Q2 | $17K | Hold |
63
| – | – | ﹤0.01% | 583 |
|
2022
Q1 | $15K | Hold |
63
| – | – | ﹤0.01% | 646 |
|
2021
Q4 | $14K | Buy |
63
+30
| +91% | +$6.67K | ﹤0.01% | 682 |
|
2021
Q3 | $7K | Sell |
33
-32
| -49% | -$6.79K | ﹤0.01% | 775 |
|
2021
Q2 | $15K | Hold |
65
| – | – | ﹤0.01% | 685 |
|
2021
Q1 | $16K | Buy |
+65
| New | +$16K | ﹤0.01% | 646 |
|
2020
Q3 | – | Sell |
-120
| Closed | -$23K | – | 875 |
|
2020
Q2 | $23K | Hold |
120
| – | – | ﹤0.01% | 409 |
|
2020
Q1 | $21K | Hold |
120
| – | – | ﹤0.01% | 442 |
|
2019
Q4 | $25K | Sell |
120
-2,745
| -96% | -$572K | 0.01% | 367 |
|
2019
Q3 | $435K | Hold |
2,865
| – | – | 0.11% | 122 |
|
2019
Q2 | $451K | Buy |
2,865
+2,500
| +685% | +$394K | 0.12% | 117 |
|
2019
Q1 | $59K | Sell |
365
-73
| -17% | -$11.8K | 0.02% | 260 |
|
2018
Q4 | $83K | Buy |
+438
| New | +$83K | 0.03% | 219 |
|