WOSD
WFA of San Diego’s Cigna CI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Buy |
+300
| New | +$99.2K | 0.07% | 137 |
|
|
2024
Q3 | $146K | Hold |
421
| – | – | 0.12% | 101 |
|
|
2024
Q2 | $139K | Buy |
+421
| New | +$139K | 0.12% | 101 |
|
|
2023
Q3 | $128K | Buy |
446
+300
| +205% | +$85.8K | 0.13% | 98 |
|
|
2023
Q2 | $41K | Buy |
+146
| New | +$41K | 0.04% | 185 |
|
|
2023
Q1 | – | Sell |
-121
| Closed | -$40.1K | – | 116 |
|
|
2022
Q4 | $40.1K | Buy |
+121
| New | +$40.1K | 0.03% | 213 |
|
|
2022
Q3 | – | Sell |
-171
| Closed | -$45K | – | 130 |
|
|
2022
Q2 | $45K | Buy |
+171
| New | +$45K | 0.04% | 165 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$208 | – | 100 |
|
|
2020
Q4 | $208 | Buy |
+140
| New | +$208 | 0.06% | 52 |
|