RWB
RMR Wealth Builders’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,336
| Closed | -$852K | – | 214 |
|
|
2023
Q1 | $852K | Buy |
3,336
+208
| +7% | +$53.2K | 0.16% | 72 |
|
|
2022
Q4 | $1.04M | Hold |
3,128
| – | – | 0.24% | 51 |
|
|
2022
Q3 | $868K | Hold |
3,128
| – | – | 0.21% | 55 |
|
|
2022
Q2 | $824K | Hold |
3,128
| – | – | 0.21% | 70 |
|
|
2022
Q1 | $750K | Buy |
+3,128
| New | +$750K | 0.16% | 86 |
|
|
2021
Q4 | – | Sell |
-3,928
| Closed | -$786K | – | 137 |
|
|
2021
Q3 | $786K | Hold |
3,928
| – | – | 0.23% | 68 |
|
|
2021
Q2 | $931K | Hold |
3,928
| – | – | 0.31% | 53 |
|
|
2021
Q1 | $950K | Hold |
3,928
| – | – | 0.25% | 59 |
|
|
2020
Q4 | $818K | Sell |
3,928
-222
| -5% | -$46.2K | 0.4% | 50 |
|
|
2020
Q3 | $703K | Buy |
4,150
+222
| +6% | +$37.6K | 0.18% | 86 |
|
|
2020
Q2 | $737K | Buy |
+3,928
| New | +$737K | 0.66% | 37 |
|
|
2019
Q4 | $1.02M | Buy |
+4,993
| New | +$1.02M | 0.98% | 27 |
|