FirstPurpose Wealth’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$404K Sell
1,128
-170
-13% -$60.8K 0.15% 128
2023
Q4
$389K Buy
1,298
+31
+2% +$9.28K 0.15% 125
2023
Q3
$362K Buy
1,267
+21
+2% +$6.01K 0.16% 113
2023
Q2
$350K Buy
1,246
+54
+5% +$15.2K 0.15% 115
2023
Q1
$305K Buy
1,192
+21
+2% +$5.37K 0.15% 124
2022
Q4
$388K Buy
1,171
+89
+8% +$29.5K 0.22% 90
2022
Q3
$300K Buy
1,082
+105
+11% +$29.1K 0.2% 92
2022
Q2
$257K Buy
977
+116
+13% +$30.5K 0.17% 106
2022
Q1
$206K Buy
+861
New +$206K 0.16% 130