Reilly Financial Advisors’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 747 |
|
2021
Q3 | – | Sell |
-138
| Closed | -$33K | – | 937 |
|
2021
Q2 | $33K | Hold |
138
| – | – | ﹤0.01% | 443 |
|
2021
Q1 | $33K | Hold |
138
| – | – | ﹤0.01% | 437 |
|
2020
Q4 | $29K | Hold |
138
| – | – | ﹤0.01% | 419 |
|
2020
Q3 | $23K | Sell |
138
-72
| -34% | -$12K | ﹤0.01% | 424 |
|
2020
Q2 | $39K | Hold |
210
| – | – | ﹤0.01% | 341 |
|
2020
Q1 | $37K | Sell |
210
-11
| -5% | -$1.94K | 0.01% | 334 |
|
2019
Q4 | $45K | Hold |
221
| – | – | 0.01% | 346 |
|
2019
Q3 | $34K | Hold |
221
| – | – | ﹤0.01% | 410 |
|
2019
Q2 | $35K | Sell |
221
-35
| -14% | -$5.54K | ﹤0.01% | 421 |
|
2019
Q1 | $41K | Hold |
256
| – | – | 0.01% | 378 |
|
2018
Q4 | $49K | Buy |
256
+31
| +14% | +$5.93K | 0.01% | 333 |
|
2018
Q3 | $47K | Hold |
225
| – | – | 0.01% | 373 |
|
2018
Q2 | $38K | Hold |
225
| – | – | 0.01% | 356 |
|
2018
Q1 | $38K | Sell |
225
-154
| -41% | -$26K | 0.01% | 339 |
|
2017
Q4 | $77K | Hold |
379
| – | – | 0.01% | 266 |
|
2017
Q3 | $71K | Hold |
379
| – | – | 0.01% | 263 |
|
2017
Q2 | $63K | Hold |
379
| – | – | 0.01% | 274 |
|
2017
Q1 | $56K | Buy |
379
+103
| +37% | +$15.2K | 0.01% | 275 |
|
2016
Q4 | $37K | Buy |
276
+222
| +411% | +$29.8K | 0.01% | 323 |
|
2016
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 583 |
|
2016
Q2 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 549 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 936 |
|
2015
Q4 | – | Sell |
-54
| Closed | -$7K | – | 955 |
|
2015
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 870 |
|
2015
Q2 | $9K | Hold |
54
| – | – | ﹤0.01% | 902 |
|
2015
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 927 |
|
2014
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 593 |
|
2014
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 628 |
|
2014
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 669 |
|
2014
Q1 | $5K | Sell |
54
-5,200
| -99% | -$481K | ﹤0.01% | 666 |
|
2013
Q4 | $460K | Hold |
5,254
| – | – | 0.11% | 73 |
|
2013
Q3 | $412K | Hold |
5,254
| – | – | 0.11% | 73 |
|
2013
Q2 | $379K | Buy |
+5,254
| New | +$379K | 0.11% | 77 |
|