TCBWMS
CIXX

Texas Capital Bank Wealth Management Services’s CI Financial Corp. CIXX Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio CIXX Stock Details CIXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-80,000
Closed -$799K – 203
2022
Q4 		$799K Buy
80,000
+20,000
+33% +$200K 0.1% 94
2022
Q3 		$574K Buy
+60,000
New +$574K 0.07% 95