MWM
Mascoma Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.1K | Hold |
245
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $80.7K | Sell |
245
-270
| -52% | -$88.9K | 0.02% | 152 |
|
|
2024
Q4 | $142K | Hold |
515
| – | – | 0.04% | 110 |
|
|
2024
Q3 | $178K | Hold |
515
| – | – | 0.04% | 100 |
|
|
2024
Q2 | $170K | Sell |
515
-75
| -13% | -$24.8K | 0.05% | 100 |
|
|
2024
Q1 | $214K | Sell |
590
-58
| -9% | -$21.1K | 0.06% | 93 |
|
|
2023
Q4 | $194K | Hold |
648
| – | – | 0.06% | 100 |
|
|
2023
Q3 | $185K | Hold |
648
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $189K | Sell |
648
-150
| -19% | -$43.8K | 0.06% | 108 |
|
|
2023
Q1 | $202K | Sell |
798
-231
| -22% | -$58.5K | 0.06% | 123 |
|
|
2022
Q4 | $341K | Buy |
1,029
+578
| +128% | +$192K | 0.11% | 91 |
|
|
2022
Q3 | $125K | Sell |
451
-100
| -18% | -$27.7K | 0.04% | 146 |
|
|
2022
Q2 | $145K | Hold |
551
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $132K | Sell |
551
-85
| -13% | -$20.4K | 0.04% | 154 |
|
|
2021
Q4 | $146K | Hold |
636
| – | – | 0.05% | 129 |
|
|
2021
Q3 | $127K | Buy |
+636
| New | +$127K | 0.05% | 132 |
|
|
2021
Q2 | – | Sell |
-651
| Closed | -$157K | – | 162 |
|
|
2021
Q1 | $157K | Buy |
+651
| New | +$157K | 0.07% | 121 |
|
|
2019
Q3 | – | Sell |
-703
| Closed | -$111K | – | 120 |
|
|
2019
Q2 | $111K | Sell |
703
-6
| -0.8% | -$947 | 0.07% | 109 |
|
|
2019
Q1 | $114K | Hold |
709
| – | – | 0.08% | 98 |
|
|
2018
Q4 | $135K | Buy |
709
+53
| +8% | +$10.1K | 0.1% | 83 |
|
|
2018
Q3 | $137K | Hold |
656
| – | – | 0.09% | 96 |
|
|
2018
Q2 | $111K | Buy |
656
+5
| +0.8% | +$846 | 0.08% | 104 |
|
|
2018
Q1 | $109K | Hold |
651
| – | – | 0.07% | 106 |
|
|
2017
Q4 | $133K | Hold |
651
| – | – | 0.08% | 87 |
|
|
2017
Q3 | $122K | Hold |
651
| – | – | 0.08% | 100 |
|
|
2017
Q2 | $109K | Hold |
651
| – | – | 0.07% | 108 |
|
|
2017
Q1 | $95K | Hold |
651
| – | – | 0.07% | 102 |
|
|
2016
Q4 | $87K | Buy |
+651
| New | +$87K | 0.06% | 108 |
|