WealthShield Partners’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
990
| – | – | 0.04% | 270 |
|
|
2025
Q1 | $326K | Buy |
+990
| New | +$326K | 0.04% | 261 |
|
|
2024
Q4 | – | Sell |
-968
| Closed | -$335K | – | 498 |
|
|
2024
Q3 | $335K | Buy |
+968
| New | +$335K | 0.05% | 237 |
|
|
2024
Q1 | – | Sell |
-671
| Closed | -$201K | – | 482 |
|
|
2023
Q4 | $201K | Buy |
+671
| New | +$201K | 0.03% | 279 |
|
|
2023
Q1 | – | Sell |
-677
| Closed | -$224K | – | 486 |
|
|
2022
Q4 | $224K | Buy |
+677
| New | +$224K | 0.04% | 273 |
|
|
2022
Q1 | – | Sell |
-2,739
| Closed | -$629K | – | 342 |
|
|
2021
Q4 | $629K | Buy |
2,739
+286
| +12% | +$65.7K | 0.1% | 173 |
|
|
2021
Q3 | $491K | Buy |
2,453
+1,963
| +401% | +$393K | 0.13% | 145 |
|
|
2021
Q2 | $116K | Buy |
490
+99
| +25% | +$23.4K | 0.02% | 336 |
|
|
2021
Q1 | $95K | Sell |
391
-1,501
| -79% | -$365K | 0.02% | 349 |
|
|
2020
Q4 | $394K | Sell |
1,892
-895
| -32% | -$186K | 0.07% | 202 |
|
|
2020
Q3 | $472K | Buy |
+2,787
| New | +$472K | 0.17% | 138 |
|