Concert 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-44,943
| Closed | -$51K | – | 197 |
|
2017
Q1 | $51K | Hold |
44,943
| – | – | 0.01% | 483 |
|
2016
Q4 | $51K | Sell |
44,943
-1,077
| -2% | -$1.22K | 0.01% | 484 |
|
2016
Q3 | $62K | Hold |
46,020
| – | – | 0.01% | 791 |
|
2016
Q2 | $51K | Hold |
46,020
| – | – | 0.01% | 663 |
|
2016
Q1 | $52K | Buy |
46,020
+8,032
| +21% | +$9.08K | 0.01% | 657 |
|
2015
Q4 | $29K | Sell |
37,988
-14,423
| -28% | -$11K | ﹤0.01% | 672 |
|
2015
Q3 | $48K | Sell |
52,411
-7,991
| -13% | -$7.32K | 0.01% | 684 |
|
2015
Q2 | $117K | Buy |
60,402
+9,205
| +18% | +$17.8K | 0.02% | 667 |
|
2015
Q1 | $0 | Buy |
51,197
+14,566
| +40% | – | ﹤0.01% | 505 |
|
2014
Q4 | $90K | Buy |
36,631
+10,321
| +39% | +$25.4K | 0.01% | 611 |
|
2014
Q3 | $80K | Buy |
26,310
+269
| +1% | +$818 | 0.01% | 530 |
|
2014
Q2 | $97K | Buy |
26,041
+5,042
| +24% | +$18.8K | 0.01% | 551 |
|
2014
Q1 | $72K | Buy |
+20,999
| New | +$72K | 0.01% | 546 |
|