WE
Wealth Effects’s Cigna CI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-689
| Closed | -$227K | – | 206 |
|
2025
Q1 | $227K | Buy |
+689
| New | +$227K | 0.1% | 168 |
|
2024
Q4 | – | Sell |
-689
| Closed | -$239K | – | 216 |
|
2024
Q3 | $239K | Hold |
689
| – | – | 0.08% | 180 |
|
2024
Q2 | $228K | Hold |
689
| – | – | 0.08% | 176 |
|
2024
Q1 | $250K | Sell |
689
-80
| -10% | -$29.1K | 0.09% | 173 |
|
2023
Q4 | $230K | Buy |
+769
| New | +$230K | 0.09% | 190 |
|
2023
Q3 | – | Sell |
-717
| Closed | -$201K | – | 199 |
|
2023
Q2 | $201K | Buy |
+717
| New | +$201K | 0.09% | 174 |
|
2023
Q1 | – | Sell |
-717
| Closed | -$238K | – | 201 |
|
2022
Q4 | $238K | Sell |
717
-139
| -16% | -$46.1K | 0.14% | 153 |
|
2022
Q3 | $238K | Hold |
856
| – | – | 0.15% | 141 |
|
2022
Q2 | $226K | Hold |
856
| – | – | 0.14% | 154 |
|
2022
Q1 | $205K | Buy |
+856
| New | +$205K | 0.1% | 184 |
|