PWAG
Polaris Wealth Advisory Group’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,607
| Closed | -$550K | – | 129 |
|
|
2019
Q4 | $550K | Buy |
+2,607
| New | +$550K | 0.04% | 111 |
|
|
2014
Q1 | – | Sell |
-3,651
| Closed | -$319K | – | 171 |
|
|
2013
Q4 | $319K | Buy |
3,651
+2,371
| +185% | +$207K | 0.08% | 70 |
|
|
2013
Q3 | $98.4K | Buy |
1,280
+940
| +276% | +$72.2K | 0.03% | 81 |
|
|
2013
Q2 | $24.6K | Buy |
+340
| New | +$24.6K | 0.01% | 98 |
|