SWA
Sutton Wealth Advisors’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $780K | Buy |
2,728
+13
| +0.5% | +$3.72K | 0.38% | 48 |
|
|
2023
Q2 | $762K | Sell |
2,715
-107
| -4% | -$30K | 0.37% | 50 |
|
|
2023
Q1 | $721K | Sell |
2,822
-99
| -3% | -$25.3K | 0.39% | 48 |
|
|
2022
Q4 | $968K | Hold |
2,921
| – | – | 0.37% | 49 |
|
|
2022
Q3 | $810K | Hold |
2,921
| – | – | 0.33% | 55 |
|
|
2022
Q2 | $770K | Buy |
2,921
+6
| +0.2% | +$1.58K | 0.31% | 59 |
|
|
2022
Q1 | $698K | Buy |
2,915
+13
| +0.4% | +$3.12K | 0.24% | 70 |
|
|
2021
Q4 | $666K | Hold |
2,902
| – | – | 0.22% | 73 |
|
|
2021
Q3 | $581K | Buy |
2,902
+2
| +0.1% | +$400 | 0.21% | 79 |
|
|
2021
Q2 | $688K | Hold |
2,900
| – | – | 0.25% | 72 |
|
|
2021
Q1 | $701K | Hold |
2,900
| – | – | 0.28% | 64 |
|
|
2020
Q4 | $604K | Buy |
2,900
+16
| +0.6% | +$3.33K | 0.26% | 69 |
|
|
2020
Q3 | $489K | Sell |
2,884
-6
| -0.2% | -$1.02K | 0.24% | 74 |
|
|
2020
Q2 | $542K | Hold |
2,890
| – | – | 0.28% | 60 |
|
|
2020
Q1 | $512K | Sell |
2,890
-93
| -3% | -$16.5K | 0.32% | 54 |
|
|
2019
Q4 | $610K | Hold |
2,983
| – | – | 0.31% | 59 |
|
|
2019
Q3 | $453K | Hold |
2,983
| – | – | 0.25% | 69 |
|
|
2019
Q2 | $470K | Sell |
2,983
-2
| -0.1% | -$315 | 0.27% | 63 |
|
|
2019
Q1 | $480K | Buy |
2,985
+8
| +0.3% | +$1.29K | 0.28% | 60 |
|
|
2018
Q4 | $565K | Buy |
2,977
+2,393
| +410% | +$454K | 0.36% | 48 |
|
|
2018
Q3 | $122K | Buy |
584
+4
| +0.7% | +$833 | 0.08% | 178 |
|
|
2018
Q2 | $98.6K | Hold |
580
| – | – | 0.07% | 199 |
|
|
2018
Q1 | $97.3K | Hold |
580
| – | – | 0.07% | 200 |
|
|
2017
Q4 | $118K | Hold |
580
| – | – | 0.09% | 183 |
|
|
2017
Q3 | $108K | Hold |
580
| – | – | 0.08% | 187 |
|
|
2017
Q2 | $97.1K | Hold |
580
| – | – | 0.08% | 196 |
|
|
2017
Q1 | $85K | Hold |
580
| – | – | 0.07% | 198 |
|
|
2016
Q4 | $77.4K | Sell |
580
-6
| -1% | -$800 | 0.07% | 200 |
|
|
2016
Q3 | $76.4K | Hold |
586
| – | – | 0.07% | 202 |
|
|
2016
Q2 | $75K | Sell |
586
-101
| -15% | -$12.9K | 0.07% | 201 |
|
|
2016
Q1 | $94.3K | Buy |
+687
| New | +$94.3K | 0.09% | 184 |
|