CWM
Circle Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,017
| Closed | -$2.09M | – | 167 |
|
|
2020
Q4 | $2.09M | Sell |
10,017
-4,249
| -30% | -$884K | 0.3% | 40 |
|
|
2020
Q3 | $2.42M | Sell |
14,266
-5,935
| -29% | -$1.01M | 0.4% | 33 |
|
|
2020
Q2 | $3.79M | Buy |
20,201
+28
| +0.1% | +$5.26K | 0.66% | 18 |
|
|
2020
Q1 | $3.57M | Buy |
20,173
+41
| +0.2% | +$7.26K | 0.7% | 22 |
|
|
2019
Q4 | $4.12M | Buy |
20,132
+5
| +0% | +$1.02K | 0.71% | 20 |
|
|
2019
Q3 | $3.06M | Buy |
20,127
+2
| +0% | +$304 | 0.65% | 19 |
|
|
2019
Q2 | $3.17M | Buy |
20,125
+272
| +1% | +$42.9K | 0.69% | 19 |
|
|
2019
Q1 | $3.19M | Buy |
+19,853
| New | +$3.19M | 0.72% | 18 |
|