BWM
BerganKDV Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $135K | Sell |
481
-27
| -5% | -$7.58K | 0.01% | 268 |
|
|
2023
Q1 | $130K | Sell |
508
-4,272
| -89% | -$1.09M | 0.01% | 281 |
|
|
2022
Q4 | $1.58M | Buy |
4,780
+707
| +17% | +$234K | 0.17% | 103 |
|
|
2022
Q3 | $1.13M | Buy |
4,073
+196
| +5% | +$54.4K | 0.14% | 114 |
|
|
2022
Q2 | $1.02M | Buy |
3,877
+413
| +12% | +$109K | 0.12% | 128 |
|
|
2022
Q1 | $830K | Buy |
3,464
+324
| +10% | +$77.6K | 0.09% | 136 |
|
|
2021
Q4 | $721K | Buy |
3,140
+308
| +11% | +$70.7K | 0.08% | 155 |
|
|
2021
Q3 | $567K | Sell |
2,832
-45
| -2% | -$9.01K | 0.06% | 167 |
|
|
2021
Q2 | $682K | Buy |
2,877
+103
| +4% | +$24.4K | 0.08% | 154 |
|
|
2021
Q1 | $671K | Buy |
2,774
+15
| +0.5% | +$3.63K | 0.09% | 147 |
|
|
2020
Q4 | $574K | Buy |
2,759
+36
| +1% | +$7.49K | 0.08% | 150 |
|
|
2020
Q3 | $461K | Buy |
2,723
+60
| +2% | +$10.2K | 0.07% | 159 |
|
|
2020
Q2 | $500K | Sell |
2,663
-32
| -1% | -$6.01K | 0.09% | 144 |
|
|
2020
Q1 | $478K | Sell |
2,695
-117
| -4% | -$20.8K | 0.1% | 133 |
|
|
2019
Q4 | $575K | Sell |
2,812
-143
| -5% | -$29.2K | 0.1% | 134 |
|
|
2019
Q3 | $449K | Sell |
2,955
-935
| -24% | -$142K | 0.09% | 141 |
|
|
2019
Q2 | $613K | Sell |
3,890
-375
| -9% | -$59.1K | 0.12% | 123 |
|
|
2019
Q1 | $686K | Sell |
4,265
-1,311
| -24% | -$211K | 0.14% | 111 |
|
|
2018
Q4 | $1.06M | Buy |
5,576
+1,164
| +26% | +$221K | 0.25% | 75 |
|
|
2018
Q3 | $919K | Buy |
4,412
+4,100
| +1,314% | +$854K | 0.2% | 90 |
|
|
2018
Q2 | $53K | Buy |
+312
| New | +$53K | 0.01% | 314 |
|