WAM
Worth Asset Management’s Cigna CI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-202
| Closed | -$56.7K | – | 143 |
|
2023
Q2 | $56.7K | Buy |
202
+80
| +66% | +$22.5K | 0.04% | 179 |
|
2023
Q1 | $31.1K | Buy |
122
+1
| +0.8% | +$255 | 0.02% | 220 |
|
2022
Q4 | $40.1K | Hold |
121
| – | – | 0.03% | 205 |
|
2022
Q3 | $34K | Sell |
121
-125
| -51% | -$35.1K | 0.02% | 181 |
|
2022
Q2 | $65K | Sell |
246
-110
| -31% | -$29.1K | 0.04% | 170 |
|
2022
Q1 | $92K | Buy |
+356
| New | +$92K | 0.06% | 136 |
|