Liberty Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,688
Closed -$6K 321
2021
Q3
$6K Buy
3,688
+2,481
+206% +$3.49K ﹤0.01% 904
2021
Q2
$2K Sell
1,207
-8,765
-88% -$12.1K ﹤0.01% 903
2021
Q1
$13K Hold
9,972
0.01% 537
2020
Q4
$13K Buy
+9,972
New +$12.1K 0.01% 534
2019
Q4
Sell
-669
Closed -$1K 911
2019
Q3
$1K Buy
+669
New +$1.23K ﹤0.01% 777

Other funds holding CIG

Liberty Wealth Management's CIG Position: Q4 2021 in Review

Liberty Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q4 2021, closing a stake of 3,688 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in CIG in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 131 funds tracked by Wall St. Rank hold CIG as of Q4 2021.

  • Liberty Wealth Management reported no remaining CEMIG Preferred Shares position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,688 CEMIG Preferred Shares shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in CEMIG Preferred Shares in Q3 2019 and held it in 5 quarters.
  • Liberty Wealth Management's CEMIG Preferred Shares position peaked at $13K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.