Summit Wealth & Retirement Planning’s Cigna CI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,345	Closed	-$889K	–	115
2019 Q4	$889K	Sell	4,345 -4,187	-49%	-$857K	0.4%	52
2019 Q3	$1.3M	Sell	8,532 -505	-6%	-$76.7K	0.78%	30
2019 Q2	$1.42M	Buy	9,037 +2,375	+36%	+$374K	0.83%	27
2019 Q1	$1.07M	Buy	+6,662	New	+$1.07M	0.64%	39