TWA
TCI Wealth Advisors’s Cigna CI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Sell |
784
-3
| -0.4% | -$992 | 0.02% | 199 |
|
2025
Q1 | $259K | Sell |
787
-67
| -8% | -$22K | 0.02% | 182 |
|
2024
Q4 | $236K | Sell |
854
-43
| -5% | -$11.9K | 0.02% | 202 |
|
2024
Q3 | $311K | Sell |
897
-28
| -3% | -$9.7K | 0.03% | 175 |
|
2024
Q2 | $306K | Buy |
925
+12
| +1% | +$3.97K | 0.03% | 174 |
|
2024
Q1 | $332K | Sell |
913
-36
| -4% | -$13.1K | 0.03% | 155 |
|
2023
Q4 | $284K | Sell |
949
-11
| -1% | -$3.29K | 0.03% | 164 |
|
2023
Q3 | $275K | Buy |
+960
| New | +$275K | 0.04% | 163 |
|
2023
Q2 | – | Sell |
-457
| Closed | -$117K | – | 582 |
|
2023
Q1 | $117K | Hold |
457
| – | – | 0.02% | 259 |
|
2022
Q4 | $151K | Sell |
457
-63
| -12% | -$20.9K | 0.02% | 204 |
|
2022
Q3 | $144K | Sell |
520
-76
| -13% | -$21K | 0.02% | 199 |
|
2022
Q2 | $157K | Buy |
596
+104
| +21% | +$27.4K | 0.02% | 192 |
|
2022
Q1 | $118K | Buy |
492
+33
| +7% | +$7.92K | 0.02% | 233 |
|
2021
Q4 | $105K | Sell |
459
-89
| -16% | -$20.4K | 0.02% | 258 |
|
2021
Q3 | $110K | Buy |
548
+46
| +9% | +$9.23K | 0.02% | 251 |
|
2021
Q2 | $119K | Sell |
502
-7
| -1% | -$1.66K | 0.02% | 232 |
|
2021
Q1 | $123K | Buy |
509
+25
| +5% | +$6.04K | 0.05% | 193 |
|
2020
Q4 | $101K | Sell |
484
-492
| -50% | -$103K | 0.05% | 202 |
|
2020
Q3 | $165K | Sell |
976
-25
| -2% | -$4.23K | 0.07% | 152 |
|
2020
Q2 | $188K | Buy |
1,001
+37
| +4% | +$6.95K | 0.08% | 141 |
|
2020
Q1 | $171K | Sell |
964
-17
| -2% | -$3.02K | 0.08% | 145 |
|
2019
Q4 | $201K | Buy |
981
+20
| +2% | +$4.1K | 0.08% | 171 |
|
2019
Q3 | $146K | Buy |
961
+20
| +2% | +$3.04K | 0.06% | 168 |
|
2019
Q2 | $148K | Sell |
941
-125
| -12% | -$19.7K | 0.07% | 167 |
|
2019
Q1 | $171K | Sell |
1,066
-225
| -17% | -$36.1K | 0.08% | 166 |
|
2018
Q4 | $245K | Buy |
1,291
+1,200
| +1,319% | +$228K | 0.12% | 118 |
|
2018
Q3 | $19K | Hold |
91
| – | – | 0.01% | 501 |
|
2018
Q2 | $15K | Sell |
91
-201
| -69% | -$33.1K | 0.01% | 542 |
|
2018
Q1 | $49K | Sell |
292
-150
| -34% | -$25.2K | 0.02% | 329 |
|
2017
Q4 | $90K | Hold |
442
| – | – | 0.04% | 245 |
|
2017
Q3 | $83K | Buy |
442
+62
| +16% | +$11.6K | 0.04% | 236 |
|
2017
Q2 | $64K | Hold |
380
| – | – | 0.03% | 273 |
|
2017
Q1 | $56K | Sell |
380
-116
| -23% | -$17.1K | 0.03% | 288 |
|
2016
Q4 | $66K | Sell |
496
-231
| -32% | -$30.7K | 0.03% | 284 |
|
2016
Q3 | $95K | Hold |
727
| – | – | 0.05% | 214 |
|
2016
Q2 | $93K | Sell |
727
-300
| -29% | -$38.4K | 0.05% | 213 |
|
2016
Q1 | $141K | Sell |
1,027
-9
| -0.9% | -$1.24K | 0.08% | 161 |
|
2015
Q4 | $152K | Buy |
1,036
+300
| +41% | +$44K | 0.08% | 159 |
|
2015
Q3 | $99K | Buy |
736
+9
| +1% | +$1.21K | 0.06% | 196 |
|
2015
Q2 | $118K | Buy |
727
+361
| +99% | +$58.6K | 0.07% | 179 |
|
2015
Q1 | $47K | Hold |
366
| – | – | 0.03% | 241 |
|
2014
Q4 | $38K | Buy |
366
+347
| +1,826% | +$36K | 0.02% | 270 |
|
2014
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 718 |
|
2014
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 740 |
|
2014
Q1 | $2K | Sell |
19
-347
| -95% | -$36.5K | ﹤0.01% | 699 |
|
2013
Q4 | $32K | Hold |
366
| – | – | 0.02% | 291 |
|
2013
Q3 | $28K | Hold |
366
| – | – | 0.02% | 255 |
|
2013
Q2 | $27K | Buy |
+366
| New | +$27K | 0.02% | 269 |
|