Independent Solutions Wealth Management’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,142
Closed -$327K 173
2023
Q3
$327K Sell
1,142
-88
-7% -$25.2K 0.08% 154
2023
Q2
$345K Sell
1,230
-524
-30% -$147K 0.09% 153
2023
Q1
$448K Sell
1,754
-862
-33% -$220K 0.13% 127
2022
Q4
$867K Sell
2,616
-166
-6% -$55K 0.26% 89
2022
Q3
$772K Buy
2,782
+186
+7% +$51.6K 0.25% 89
2022
Q2
$684K Buy
+2,596
New +$684K 0.21% 97