FWM
Frontier Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-26,659
| Closed | -$102K | – | 310 |
|
2019
Q2 | $102K | Buy |
26,659
+8,533
| +47% | +$32.6K | 0.02% | 295 |
|
2019
Q1 | $65K | Buy |
+18,126
| New | +$65K | 0.01% | 355 |
|
2017
Q4 | – | Sell |
-71,886
| Closed | -$178K | – | 355 |
|
2017
Q3 | $178K | Buy |
+71,886
| New | +$178K | 0.03% | 368 |
|
2015
Q2 | – | Sell |
-61,682
| Closed | -$252K | – | 350 |
|
2015
Q1 | $252K | Buy |
61,682
+3,422
| +6% | +$14K | 0.04% | 255 |
|
2014
Q4 | $290K | Buy |
+58,260
| New | +$290K | 0.05% | 193 |
|