Mosaic Family Wealth’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,571
| Closed | -$238K | – | 160 |
|
2019
Q3 | $238K | Buy |
1,571
+96
| +7% | +$14.5K | 0.1% | 141 |
|
2019
Q2 | $232K | Sell |
1,475
-9
| -0.6% | -$1.42K | 0.1% | 150 |
|
2019
Q1 | $239K | Buy |
1,484
+213
| +17% | +$34.3K | 0.1% | 139 |
|
2018
Q4 | $241K | Buy |
+1,271
| New | +$241K | 0.1% | 133 |
|
2017
Q4 | – | Sell |
-30
| Closed | -$6K | – | 715 |
|
2017
Q3 | $6K | Sell |
30
-5
| -14% | -$1K | ﹤0.01% | 641 |
|
2017
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 530 |
|
2017
Q1 | $5K | Sell |
35
-3
| -8% | -$429 | ﹤0.01% | 551 |
|
2016
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 546 |
|
2016
Q3 | $5K | Sell |
38
-67
| -64% | -$8.82K | ﹤0.01% | 568 |
|
2016
Q2 | $14K | Buy |
105
+26
| +33% | +$3.47K | 0.01% | 482 |
|
2016
Q1 | $10K | Hold |
79
| – | – | ﹤0.01% | 522 |
|
2015
Q4 | $11K | Buy |
+79
| New | +$11K | ﹤0.01% | 514 |
|