MWPCG
Measured Wealth Private Client Group’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-984
| Closed | -$341K | – | 180 |
|
|
2024
Q3 | $341K | Sell |
984
-141
| -13% | -$48.8K | 0.11% | 121 |
|
|
2024
Q2 | $372K | Sell |
1,125
-166
| -13% | -$54.9K | 0.13% | 124 |
|
|
2024
Q1 | $469K | Sell |
1,291
-423
| -25% | -$154K | 0.16% | 100 |
|
|
2023
Q4 | $513K | Buy |
1,714
+119
| +7% | +$35.6K | 0.19% | 88 |
|
|
2023
Q3 | $456K | Buy |
1,595
+3
| +0.2% | +$858 | 0.18% | 91 |
|
|
2023
Q2 | $447K | Buy |
1,592
+15
| +1% | +$4.21K | 0.17% | 101 |
|
|
2023
Q1 | $403K | Buy |
1,577
+121
| +8% | +$30.9K | 0.16% | 102 |
|
|
2022
Q4 | $482K | Buy |
1,456
+466
| +47% | +$154K | 0.2% | 69 |
|
|
2022
Q3 | $275K | Buy |
990
+91
| +10% | +$25.3K | 0.12% | 111 |
|
|
2022
Q2 | $237K | Buy |
+899
| New | +$237K | 0.1% | 143 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$12K | – | 202 |
|
|
2018
Q3 | $12K | Buy |
+56
| New | +$12K | 0.01% | 589 |
|