BSW Wealth Partners’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,078
| Closed | -$298K | – | 311 |
|
|
2024
Q4 | $298K | Sell |
1,078
-368
| -25% | -$102K | 0.04% | 232 |
|
|
2024
Q3 | $501K | Sell |
1,446
-39
| -3% | -$13.5K | 0.08% | 145 |
|
|
2024
Q2 | $491K | Buy |
1,485
+18
| +1% | +$5.95K | 0.08% | 135 |
|
|
2024
Q1 | $533K | Buy |
1,467
+313
| +27% | +$114K | 0.09% | 131 |
|
|
2023
Q4 | $346K | Buy |
1,154
+99
| +9% | +$29.6K | 0.07% | 174 |
|
|
2023
Q3 | $302K | Buy |
1,055
+175
| +20% | +$50.1K | 0.07% | 176 |
|
|
2023
Q2 | $247K | Hold |
880
| – | – | 0.05% | 217 |
|
|
2023
Q1 | $225K | Sell |
880
-81
| -8% | -$20.7K | 0.05% | 276 |
|
|
2022
Q4 | $319K | Buy |
961
+83
| +9% | +$27.6K | 0.07% | 201 |
|
|
2022
Q3 | $244K | Buy |
+878
| New | +$244K | 0.06% | 227 |
|