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Beacon Harbor Wealth Advisors’s Cigna CI Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio CI Stock Details CI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,689
Closed -$3.13M – 46
2020
Q1 		$3.13M Buy
17,689
+5,162
+41% +$915K 2.37% 14
2019
Q4 		$2.56M Buy
+12,527
New +$2.56M 1.51% 22