MWM
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Mindset Wealth Management’s Cigna CI Stock Holding History

Mindset Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$573K Buy
1,733
+96
+6% +$31.7K 0.19% 64
2025
Q1 		$539K Buy
1,637
+168
+11% +$55.3K 0.21% 64
2024
Q4 		$406K Buy
1,469
+37
+3% +$10.2K 0.15% 76
2024
Q3 		$496K Buy
+1,432
New +$496K 0.21% 58