McClarren Financial Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-658
| Closed | -$46K | – | 126 |
|
|
2025
Q1 | $46K | Buy |
+658
| New | +$46K | 0.03% | 141 |
|
|
2024
Q4 | – | Sell |
-692
| Closed | -$84 | – | 224 |
|
|
2024
Q3 | $84 | Buy |
692
+31
| +5% | +$4 | 0.01% | 102 |
|
|
2024
Q2 | $46K | Buy |
661
+520
| +369% | +$36.2K | 0.03% | 150 |
|
|
2024
Q1 | $51K | Buy |
141
+1
| +0.7% | +$362 | 0.04% | 141 |
|
|
2023
Q4 | $42K | Buy |
140
+1
| +0.7% | +$300 | 0.03% | 168 |
|
|
2023
Q3 | $39K | Hold |
139
| – | – | 0.03% | 161 |
|
|
2023
Q2 | $39K | Buy |
139
+121
| +672% | +$34K | 0.03% | 167 |
|
|
2023
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 275 |
|
|
2022
Q4 | $6K | Hold |
18
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $5K | Buy |
+18
| New | +$5K | 0.01% | 252 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$4K | – | 67 |
|
|
2022
Q1 | $4K | Sell |
18
-1
| -5% | -$222 | ﹤0.01% | 237 |
|
|
2021
Q4 | $5K | Buy |
19
+1
| +6% | +$263 | ﹤0.01% | 263 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 247 |
|
|
2021
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 257 |
|
|
2021
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 221 |
|
|
2020
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 194 |
|