TrinityPoint Wealth’s Cigna CI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-782
| Closed | -$271K | – | 341 |
|
2024
Q3 | $271K | Sell |
782
-13
| -2% | -$4.5K | 0.04% | 276 |
|
2024
Q2 | $263K | Sell |
795
-34
| -4% | -$11.2K | 0.04% | 267 |
|
2024
Q1 | $301K | Buy |
829
+52
| +7% | +$18.9K | 0.05% | 247 |
|
2023
Q4 | $233K | Buy |
777
+27
| +4% | +$8.09K | 0.04% | 272 |
|
2023
Q3 | $215K | Buy |
+750
| New | +$215K | 0.04% | 264 |
|