SWM
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Sugarloaf Wealth Management’s Cigna CI Stock Holding History

Sugarloaf Wealth Management’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$341 – 720
2022
Q4 		$341 Sell
1
-1
-50% -$316 ﹤0.01% 747
2022
Q3 		$1K Hold
2
– – ﹤0.01% 749
2022
Q2 		$0 Buy
+2
New +$515 ﹤0.01% 787
2022
Q1 		– Hold
0
– – – 722
2021
Q4 		– Hold
0
– – – 751
2021
Q3 		– Hold
0
– – – 772
2021
Q2 		– Hold
0
– – – 762
2021
Q1 		– Sell
-1
Closed -$223 – 752
2020
Q4 		$0 Hold
1
– – ﹤0.01% 724
2020
Q3 		$0 Hold
1
– – ﹤0.01% 677
2020
Q2 		$0 Sell
1
-23
-96% -$4.36K ﹤0.01% 681
2020
Q1 		$4K Hold
24
– – ﹤0.01% 530
2019
Q4 		$5K Buy
+24
New +$4.4K ﹤0.01% 537

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