LWM
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Lakeridge Wealth Management’s Cigna CI Stock Holding History

Lakeridge Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-766
Closed -$229K – 137
2023
Q4 		$229K Buy
+766
New +$229K 0.17% 110