Gitterman 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $290K | Sell |
147,721
-3,883
| -3% | -$7.61K | 0.07% | 88 |
|
2025
Q1 | $267K | Buy |
151,604
+628
| +0.4% | +$1.11K | 0.07% | 84 |
|
2024
Q4 | $267K | Buy |
150,976
+11,115
| +8% | +$19.7K | 0.11% | 81 |
|
2024
Q3 | $288K | Buy |
139,861
+2,753
| +2% | +$5.67K | 0.12% | 68 |
|
2024
Q2 | $241K | Buy |
137,108
+841
| +0.6% | +$1.48K | 0.09% | 82 |
|
2024
Q1 | $259K | Buy |
136,267
+7,817
| +6% | +$14.9K | 0.1% | 72 |
|
2023
Q4 | $229K | Sell |
128,450
-2,465
| -2% | -$4.4K | 0.1% | 71 |
|
2023
Q3 | $244K | Buy |
130,915
+9,902
| +8% | +$18.4K | 0.12% | 52 |
|
2023
Q2 | $245K | Sell |
121,013
-7,656
| -6% | -$15.5K | 0.11% | 58 |
|
2023
Q1 | $222K | Buy |
128,669
+2,725
| +2% | +$4.7K | 0.11% | 67 |
|
2022
Q4 | $197K | Buy |
125,944
+641
| +0.5% | +$1K | 0.1% | 71 |
|
2022
Q3 | $197K | Buy |
125,303
+15,262
| +14% | +$24K | 0.2% | 58 |
|
2022
Q2 | $172K | Sell |
110,041
-8,386
| -7% | -$13.1K | 0.16% | 67 |
|
2022
Q1 | $226K | Buy |
118,427
+22,912
| +24% | +$43.7K | 0.18% | 77 |
|
2021
Q4 | $137K | Buy |
95,515
+5,046
| +6% | +$7.24K | 0.1% | 89 |
|
2021
Q3 | $135K | Buy |
90,469
+10,473
| +13% | +$15.6K | 0.11% | 71 |
|
2021
Q2 | $113K | Buy |
79,996
+40,512
| +103% | +$57.2K | 0.09% | 74 |
|
2021
Q1 | $48K | Buy |
+39,484
| New | +$48K | 0.03% | 65 |
|