Circle Wealth Management’s Cigna CI Stock Holding History

Circle Wealth Management’s Portfolio CI Stock Details CI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$2.08M	Sell
2020 Q3	$2.42M	Sell
2020 Q2	$3.79M	Buy
2020 Q1	$3.57M	Buy
2019 Q4	$4.12M	Buy
2019 Q3	$3.06M	Buy
2019 Q2	$3.17M	Buy
2019 Q1	$3.19M	Buy