BWA
Burt Wealth Advisors’s Cigna CI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-211
| Closed | -$44K | – | 136 |
|
2020
Q4 | $44K | Hold |
211
| – | – | 0.02% | 187 |
|
2020
Q3 | $36K | Hold |
211
| – | – | 0.01% | 196 |
|
2020
Q2 | $40K | Sell |
211
-16
| -7% | -$3.03K | 0.02% | 188 |
|
2020
Q1 | $40K | Buy |
227
+49
| +28% | +$8.63K | 0.02% | 180 |
|
2019
Q4 | $36K | Buy |
178
+18
| +11% | +$3.64K | 0.01% | 195 |
|
2019
Q3 | $24K | Sell |
160
-194
| -55% | -$29.1K | 0.01% | 218 |
|
2019
Q2 | $56K | Hold |
354
| – | – | 0.02% | 160 |
|
2019
Q1 | $57K | Hold |
354
| – | – | 0.03% | 167 |
|
2018
Q4 | $67K | Buy |
+354
| New | +$67K | 0.03% | 151 |
|