Financial Synergies Wealth Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32
| Closed | -$11.6K | – | 137 |
|
|
2024
Q1 | $11.6K | Buy |
32
+23
| +256% | +$8.35K | ﹤0.01% | 239 |
|
|
2023
Q4 | $2.98K | Sell |
9
-23
| -72% | -$7.62K | ﹤0.01% | 235 |
|
|
2023
Q3 | $9.16K | Buy |
32
+23
| +256% | +$6.58K | ﹤0.01% | 241 |
|
|
2023
Q2 | $2.53K | Hold |
9
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $2.3K | Hold |
9
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $2.98K | Hold |
9
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $2.5K | Hold |
9
| – | – | ﹤0.01% | 212 |
|
|
2022
Q2 | $2.37K | Buy |
+9
| New | +$2.37K | ﹤0.01% | 223 |
|