Carson Wealth (CWM LLC)’s CEMIG Preferred Shares CIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
3,427
+910
| +36% | +$1.86K | ﹤0.01% | 4430 |
|
|
2025
Q1 | $4K | Sell |
2,517
-6,427
| -72% | -$10.2K | ﹤0.01% | 4512 |
|
|
2024
Q4 | $16K | Buy |
8,944
+373
| +4% | +$667 | ﹤0.01% | 3566 |
|
|
2024
Q3 | $18K | Buy |
8,571
+635
| +8% | +$1.33K | ﹤0.01% | 3417 |
|
|
2024
Q2 | $14K | Sell |
7,936
-456
| -5% | -$804 | ﹤0.01% | 3328 |
|
|
2024
Q1 | $16K | Buy |
8,392
+142
| +2% | +$271 | ﹤0.01% | 3030 |
|
|
2023
Q4 | $15K | Sell |
8,250
-3,925
| -32% | -$7.14K | ﹤0.01% | 2930 |
|
|
2023
Q3 | $23K | Sell |
12,175
-78,677
| -87% | -$149K | ﹤0.01% | 2588 |
|
|
2023
Q2 | $184K | Buy |
90,852
+709
| +0.8% | +$1.44K | ﹤0.01% | 1281 |
|
|
2023
Q1 | $155K | Buy |
90,143
+84,913
| +1,624% | +$146K | ﹤0.01% | 1302 |
|
|
2022
Q4 | $8K | Buy |
5,230
+3,258
| +165% | +$4.98K | ﹤0.01% | 2908 |
|
|
2022
Q3 | $3K | Buy |
1,972
+1,039
| +111% | +$1.58K | ﹤0.01% | 3270 |
|
|
2022
Q2 | $1K | Buy |
+933
| New | +$1K | ﹤0.01% | 3493 |
|
|
2019
Q1 | – | Sell |
-5,493
| Closed | -$10K | – | 2929 |
|
|
2018
Q4 | $10K | Buy |
+5,493
| New | +$10K | ﹤0.01% | 1317 |
|