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Regent Peak Wealth Advisors’s Cigna CI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CI Stock Details CI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-625
Closed -$207K – 164
2022
Q4 		$207K Buy
+625
New +$207K 0.07% 151
2021
Q1 		– Sell
-526
Closed -$110K – 299
2020
Q4 		$110K Buy
+526
New +$110K 0.04% 205