TW
Transform Wealth’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-636
| Closed | -$220K | – | 261 |
|
|
2024
Q3 | $220K | Hold |
636
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $210K | Sell |
636
-6
| -0.9% | -$1.98K | 0.02% | 206 |
|
|
2024
Q1 | $233K | Buy |
+642
| New | +$233K | 0.02% | 206 |
|
|
2023
Q4 | – | Sell |
-740
| Closed | -$212K | – | 243 |
|
|
2023
Q3 | $212K | Sell |
740
-171
| -19% | -$48.9K | 0.02% | 228 |
|
|
2023
Q2 | $256K | Buy |
911
+16
| +2% | +$4.49K | 0.02% | 225 |
|
|
2023
Q1 | $229K | Buy |
895
+135
| +18% | +$34.5K | 0.02% | 234 |
|
|
2022
Q4 | $252K | Buy |
+760
| New | +$252K | 0.03% | 202 |
|
|
2020
Q3 | – | Sell |
-1,978
| Closed | -$371K | – | 219 |
|
|
2020
Q2 | $371K | Buy |
1,978
+386
| +24% | +$72.4K | 0.06% | 168 |
|
|
2020
Q1 | $282K | Sell |
1,592
-752
| -32% | -$133K | 0.06% | 175 |
|
|
2019
Q4 | $479K | Buy |
+2,344
| New | +$479K | 0.08% | 165 |
|
|
2019
Q1 | – | Sell |
-18,644
| Closed | -$3.54M | – | 168 |
|
|
2018
Q4 | $3.54M | Buy |
18,644
+9,111
| +96% | +$1.73M | 0.73% | 60 |
|
|
2018
Q3 | $1.99M | Buy |
9,533
+17
| +0.2% | +$3.54K | 0.34% | 91 |
|
|
2018
Q2 | $1.62M | Sell |
9,516
-68
| -0.7% | -$11.6K | 0.29% | 103 |
|
|
2018
Q1 | $1.61M | Buy |
9,584
+1,887
| +25% | +$317K | 0.31% | 105 |
|
|
2017
Q4 | $1.56M | Buy |
7,697
+692
| +10% | +$141K | 0.29% | 115 |
|
|
2017
Q3 | $1.31M | Buy |
+7,005
| New | +$1.31M | 0.46% | 79 |
|