WR Wealth Planners’s Cigna CI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $93K | Sell |
337
-96
| -22% | -$26.5K | 0.03% | 244 |
|
|
2024
Q3 | $150K | Buy |
433
+13
| +3% | +$4.5K | 0.04% | 224 |
|
|
2024
Q2 | $139K | Buy |
420
+1
| +0.2% | +$330 | 0.04% | 214 |
|
|
2024
Q1 | $152K | Buy |
+419
| New | +$152K | 0.05% | 208 |
|
|
2023
Q4 | – | Sell |
-245
| Closed | -$70.1K | – | 295 |
|
|
2023
Q3 | $70.1K | Sell |
245
-7
| -3% | -$2K | 0.03% | 285 |
|
|
2023
Q2 | $70.7K | Sell |
252
-8
| -3% | -$2.25K | 0.03% | 281 |
|
|
2023
Q1 | $66.4K | Buy |
260
+16
| +7% | +$4.09K | 0.03% | 283 |
|
|
2022
Q4 | $80.8K | Hold |
244
| – | – | 0.05% | 145 |
|
|
2022
Q3 | $67.7K | Buy |
+244
| New | +$67.7K | 0.05% | 144 |
|