WFG Advisors’s CEMIG Preferred Shares CIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-4,104
| Closed | -$9K | – | 1667 |
|
2015
Q1 | $9K | Sell |
4,104
-1,807
| -31% | -$3.96K | ﹤0.01% | 1223 |
|
2014
Q4 | $15K | Sell |
5,911
-7,235
| -55% | -$18.4K | ﹤0.01% | 1315 |
|
2014
Q3 | $42K | Hold |
13,146
| – | – | 0.01% | 989 |
|
2014
Q2 | $54K | Sell |
13,146
-2,811
| -18% | -$11.5K | 0.01% | 882 |
|
2014
Q1 | $55K | Sell |
15,957
-12,086
| -43% | -$41.7K | 0.01% | 875 |
|
2013
Q4 | $85K | Sell |
28,043
-29,083
| -51% | -$88.2K | 0.01% | 799 |
|
2013
Q3 | $192K | Sell |
57,126
-18,056
| -24% | -$60.7K | 0.03% | 494 |
|
2013
Q2 | $263K | Buy |
+75,182
| New | +$263K | 0.04% | 400 |
|