WLPWM
Walled Lake Planning & Wealth Management’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-63
| Closed | -$13K | – | 137 |
|
|
2021
Q3 | $13K | Buy |
63
+4
| +7% | +$825 | 0.01% | 250 |
|
|
2021
Q2 | $14K | Hold |
59
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $14K | Hold |
59
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $12K | Sell |
59
-736
| -93% | -$150K | 0.01% | 210 |
|
|
2020
Q3 | $135K | Hold |
795
| – | – | 0.11% | 84 |
|
|
2020
Q2 | $149K | Buy |
795
+16
| +2% | +$3K | 0.12% | 69 |
|
|
2020
Q1 | $138K | Hold |
779
| – | – | 0.13% | 68 |
|
|
2019
Q4 | $159K | Buy |
+779
| New | +$159K | 0.11% | 73 |
|