AE Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-14,291
| Closed | -$26.6K | – | 2065 |
|
2023
Q3 | $26.6K | Sell |
14,291
-254,106
| -95% | -$473K | ﹤0.01% | 1901 |
|
2023
Q2 | $543K | Sell |
268,397
-271,440
| -50% | -$549K | ﹤0.01% | 1345 |
|
2023
Q1 | $930K | Buy |
539,837
+23,337
| +5% | +$40.2K | 0.01% | 1074 |
|
2022
Q4 | $807K | Buy |
516,500
+235,797
| +84% | +$368K | 0.01% | 1075 |
|
2022
Q3 | $436K | Buy |
280,703
+56,493
| +25% | +$87.7K | ﹤0.01% | 1322 |
|
2022
Q2 | $348K | Buy |
+224,210
| New | +$348K | ﹤0.01% | 1373 |
|