Mount Yale Investment 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 | $17.5K | Buy |
+53
| New | +$17.5K | ﹤0.01% | 1062 |
|
|
2024
Q4 | – | Sell |
-1,733
| Closed | -$600K | – | 545 |
|
|
2024
Q3 | $600K | Buy |
1,733
+42
| +2% | +$14.6K | 0.06% | 303 |
|
|
2024
Q2 | $559K | Buy |
1,691
+83
| +5% | +$27.4K | 0.04% | 321 |
|
|
2024
Q1 | $584K | Sell |
1,608
-128
| -7% | -$46.5K | 0.04% | 320 |
|
|
2023
Q4 | $520K | Sell |
1,736
-274
| -14% | -$82K | 0.05% | 311 |
|
|
2023
Q3 | $575K | Sell |
2,010
-483
| -19% | -$138K | 0.06% | 279 |
|
|
2023
Q2 | $700K | Sell |
2,493
-58
| -2% | -$16.3K | 0.07% | 258 |
|
|
2023
Q1 | $652K | Sell |
2,551
-250
| -9% | -$63.9K | 0.07% | 261 |
|
|
2022
Q4 | $928K | Buy |
2,801
+59
| +2% | +$19.5K | 0.11% | 198 |
|
|
2022
Q3 | $761K | Sell |
2,742
-376
| -12% | -$104K | 0.1% | 211 |
|
|
2022
Q2 | $822K | Buy |
3,118
+267
| +9% | +$70.4K | 0.1% | 196 |
|
|
2022
Q1 | $683K | Sell |
2,851
-379
| -12% | -$90.8K | 0.07% | 257 |
|
|
2021
Q4 | $742K | Buy |
3,230
+207
| +7% | +$47.6K | 0.08% | 241 |
|
|
2021
Q3 | $605K | Buy |
3,023
+363
| +14% | +$72.6K | 0.07% | 254 |
|
|
2021
Q2 | $631K | Sell |
2,660
-3,960
| -60% | -$939K | 0.08% | 238 |
|
|
2021
Q1 | $1.6M | Sell |
6,620
-100
| -1% | -$24.2K | 0.21% | 102 |
|
|
2020
Q4 | $1.4M | Buy |
6,720
+47
| +0.7% | +$9.79K | 0.2% | 115 |
|
|
2020
Q3 | $1.13M | Buy |
6,673
+758
| +13% | +$128K | 0.16% | 136 |
|
|
2020
Q2 | $1.11M | Buy |
5,915
+603
| +11% | +$113K | 0.2% | 116 |
|
|
2020
Q1 | $941K | Sell |
5,312
-437
| -8% | -$77.4K | 0.21% | 117 |
|
|
2019
Q4 | $1.11M | Buy |
5,749
+974
| +20% | +$187K | 0.19% | 115 |
|
|
2019
Q3 | $902K | Buy |
4,775
+353
| +8% | +$66.7K | 0.16% | 123 |
|
|
2019
Q2 | $736K | Buy |
4,422
+1,024
| +30% | +$170K | 0.14% | 130 |
|
|
2019
Q1 | $546K | Sell |
3,398
-639
| -16% | -$103K | 0.1% | 158 |
|
|
2018
Q4 | $738K | Buy |
4,037
+206
| +5% | +$37.7K | 0.15% | 133 |
|
|
2018
Q3 | $844K | Buy |
3,831
+490
| +15% | +$108K | 0.15% | 125 |
|
|
2018
Q2 | $568K | Buy |
3,341
+508
| +18% | +$86.4K | 0.11% | 157 |
|
|
2018
Q1 | $475K | Buy |
+2,833
| New | +$475K | 0.1% | 178 |
|