CWM
Compass Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-244
| Closed | -$80.3K | – | 195 |
|
|
2025
Q1 | $80.3K | Hold |
244
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $67.4K | Sell |
244
-30
| -11% | -$8.28K | 0.02% | 221 |
|
|
2024
Q3 | $94.9K | Hold |
274
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $90.6K | Buy |
274
+12
| +5% | +$3.97K | 0.02% | 205 |
|
|
2024
Q1 | $95.2K | Hold |
262
| – | – | 0.02% | 199 |
|
|
2023
Q4 | $78.5K | Hold |
262
| – | – | 0.02% | 206 |
|
|
2023
Q3 | $75K | Hold |
262
| – | – | 0.02% | 199 |
|
|
2023
Q2 | $73.5K | Hold |
262
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $66.9K | Hold |
262
| – | – | 0.02% | 213 |
|
|
2022
Q4 | $86.8K | Buy |
+262
| New | +$86.8K | 0.03% | 192 |
|