Lake Street Private Wealth’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 |
-9,637
| Closed | -$2.8M | – | 308 |
|
|
2023
Q3 | $2.8M | Buy |
9,637
+612
| +7% | +$178K | 0.5% | 54 |
|
|
2023
Q2 | $2.53M | Buy |
9,025
+211
| +2% | +$59.2K | 0.44% | 68 |
|
|
2023
Q1 | $2.25M | Sell |
8,814
-3,509
| -28% | -$897K | 0.42% | 72 |
|
|
2022
Q4 | $4.08M | Sell |
12,323
-403
| -3% | -$134K | 0.84% | 28 |
|
|
2022
Q3 | $3.53M | Sell |
12,726
-296
| -2% | -$82.1K | 0.81% | 29 |
|
|
2022
Q2 | $3.43M | Buy |
13,022
+267
| +2% | +$70.4K | 0.72% | 37 |
|
|
2022
Q1 | $3.06M | Buy |
12,755
+3,890
| +44% | +$932K | 0.55% | 51 |
|
|
2021
Q4 | $2.04M | Buy |
8,865
+270
| +3% | +$62K | 0.36% | 77 |
|
|
2021
Q3 | $1.72M | Buy |
8,595
+947
| +12% | +$190K | 0.42% | 70 |
|
|
2021
Q2 | $1.82M | Buy |
7,648
+181
| +2% | +$43.1K | 0.46% | 66 |
|
|
2021
Q1 | $1.81M | Buy |
7,467
+87
| +1% | +$21K | 0.5% | 60 |
|
|
2020
Q4 | $1.54M | Buy |
7,380
+95
| +1% | +$19.8K | 0.44% | 66 |
|
|
2020
Q3 | $1.23M | Buy |
7,285
+460
| +7% | +$77.9K | 0.41% | 65 |
|
|
2020
Q2 | $1.28M | Buy |
+6,825
| New | +$1.28M | 0.47% | 62 |
|