Sullivan, Bruyette, Speros & Blaney’s Cigna CI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$781K Buy
3,231
+595
+23% +$144K 0.03% 137
2020
Q4
$549K Sell
2,636
-106
-4% -$22.1K 0.03% 157
2020
Q3
$465K Buy
2,742
+1,200
+78% +$204K 0.03% 157
2020
Q2
$289K Sell
1,542
-88
-5% -$16.5K 0.02% 188
2020
Q1
$289K Sell
1,630
-12
-0.7% -$2.13K 0.02% 172
2019
Q4
$336K Sell
1,642
-210
-11% -$43K 0.02% 178
2019
Q3
$281K Sell
1,852
-75
-4% -$11.4K 0.02% 193
2019
Q2
$304K Buy
1,927
+23
+1% +$3.63K 0.02% 177
2019
Q1
$306K Buy
1,904
+243
+15% +$39.1K 0.02% 161
2018
Q4
$315K Buy
+1,661
New +$315K 0.02% 146