RWA
Ropes Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $445K | Buy |
1,557
+373
| +32% | +$107K | 0.09% | 162 |
|
|
2023
Q2 | $332K | Buy |
1,184
+102
| +9% | +$28.6K | 0.06% | 218 |
|
|
2023
Q1 | $276K | Buy |
1,082
+91
| +9% | +$23.3K | 0.05% | 233 |
|
|
2022
Q4 | $328K | Buy |
991
+266
| +37% | +$88.1K | 0.06% | 208 |
|
|
2022
Q3 | $201K | Buy |
+725
| New | +$201K | 0.04% | 246 |
|
|
2022
Q1 | – | Sell |
-996
| Closed | -$229K | – | 293 |
|
|
2021
Q4 | $229K | Buy |
+996
| New | +$229K | 0.04% | 251 |
|
|
2021
Q1 | – | Sell |
-733
| Closed | -$153K | – | 341 |
|
|
2020
Q4 | $153K | Buy |
733
+8
| +1% | +$1.67K | 0.02% | 254 |
|
|
2020
Q3 | $123K | Hold |
725
| – | – | 0.02% | 248 |
|
|
2020
Q2 | $136K | Sell |
725
-38
| -5% | -$7.13K | 0.03% | 224 |
|
|
2020
Q1 | $135K | Buy |
763
+248
| +48% | +$43.9K | 0.03% | 203 |
|
|
2019
Q4 | $105K | Sell |
515
-1,703
| -77% | -$347K | 0.02% | 267 |
|
|
2019
Q3 | $337K | Buy |
2,218
+3
| +0.1% | +$456 | 0.07% | 169 |
|
|
2019
Q2 | $349K | Buy |
2,215
+36
| +2% | +$5.67K | 0.07% | 174 |
|
|
2019
Q1 | $350K | Sell |
2,179
-166
| -7% | -$26.7K | 0.09% | 168 |
|
|
2018
Q4 | $445K | Buy |
+2,345
| New | +$445K | 0.13% | 140 |
|
|
2016
Q3 | – | Sell |
-21
| Closed | -$3K | – | 464 |
|
|
2016
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 435 |
|