Beverly Hills Private Wealth’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-988
Closed -$327K 344
2024
Q2
$327K Hold
988
0.07% 258
2024
Q1
$359K Hold
988
0.08% 248
2023
Q4
$296K Buy
988
+17
+2% +$5.09K 0.08% 257
2023
Q3
$278K Sell
971
-10
-1% -$2.86K 0.08% 236
2023
Q2
$281K Buy
981
+33
+3% +$9.46K 0.05% 286
2023
Q1
$242K Buy
+948
New +$242K 0.08% 243