Advantage Investment Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $38K | Hold |
590
| – | – | 0.03% | 386 |
|
2019
Q2 | $34K | Hold |
590
| – | – | 0.03% | 424 |
|
2019
Q1 | $33K | Hold |
590
| – | – | 0.03% | 424 |
|
2018
Q4 | $29K | Hold |
590
| – | – | 0.02% | 444 |
|
2018
Q3 | $29K | Hold |
590
| – | – | 0.02% | 503 |
|
2018
Q2 | $28K | Hold |
590
| – | – | 0.02% | 475 |
|
2018
Q1 | $27K | Hold |
590
| – | – | 0.01% | 499 |
|
2017
Q4 | $28K | Hold |
590
| – | – | 0.01% | 511 |
|
2017
Q3 | $27K | Hold |
590
| – | – | 0.01% | 503 |
|
2017
Q2 | $27K | Hold |
590
| – | – | 0.01% | 501 |
|
2017
Q1 | $26K | Hold |
590
| – | – | 0.01% | 493 |
|
2016
Q4 | $25K | Hold |
590
| – | – | 0.01% | 467 |
|
2016
Q3 | $25K | Hold |
590
| – | – | 0.01% | 463 |
|
2016
Q2 | $27K | Buy |
+590
| New | +$27K | 0.01% | 431 |
|