SkyOak Wealth’s CEMIG Preferred Shares CIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-144,264
| Closed | -$297K | – | 261 |
|
2024
Q3 | $297K | Sell |
144,264
-8,089
| -5% | -$16.7K | 0.07% | 170 |
|
2024
Q2 | $268K | Sell |
152,353
-15,058
| -9% | -$26.5K | 0.06% | 193 |
|
2024
Q1 | $318K | Buy |
167,411
+14,670
| +10% | +$27.9K | 0.08% | 179 |
|
2023
Q4 | $273K | Sell |
152,741
-919
| -0.6% | -$1.64K | 0.07% | 199 |
|
2023
Q3 | $286K | Buy |
+153,660
| New | +$286K | 0.08% | 173 |
|
2022
Q3 | – | Sell |
-109,097
| Closed | -$170K | – | 224 |
|
2022
Q2 | $170K | Buy |
+109,097
| New | +$170K | 0.06% | 200 |
|