TWPM
CI icon

Total Wealth Planning & Management’s Cigna CI Stock Holding History

Total Wealth Planning & Management’s Portfolio CI Stock Details CI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$475K Sell
1,438
-223
-13% -$73.7K 0.38% 82
2025
Q1 		$546K Buy
1,661
+207
+14% +$68.1K 0.52% 60
2024
Q4 		$402K Buy
+1,454
New +$402K 0.36% 80