WP
WealthSource Partners’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-826
| Closed | -$229K | – | 486 |
|
|
2022
Q3 | $229K | Sell |
826
-73
| -8% | -$20.2K | 0.02% | 439 |
|
|
2022
Q2 | $237K | Buy |
899
+7
| +0.8% | +$1.85K | 0.02% | 445 |
|
|
2022
Q1 | $214K | Buy |
+892
| New | +$214K | 0.01% | 530 |
|
|
2018
Q4 | – | Sell |
-980
| Closed | -$204K | – | 306 |
|
|
2018
Q3 | $204K | Buy |
+980
| New | +$204K | 0.05% | 293 |
|
|
2016
Q3 | – | Sell |
-1,935
| Closed | -$248K | – | 267 |
|
|
2016
Q2 | $248K | Buy |
+1,935
| New | +$248K | 0.09% | 199 |
|