Advisor Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.66M | Sell |
26,488
-1,693
| -6% | -$106K | 0.01% | 908 |
|
|
2019
Q3 | $1.8M | Buy |
28,181
+3,303
| +13% | +$211K | 0.01% | 805 |
|
|
2019
Q2 | $1.44M | Sell |
24,878
-1,990
| -7% | -$115K | 0.01% | 917 |
|
|
2019
Q1 | $1.49M | Sell |
26,868
-240
| -0.9% | -$13.3K | 0.01% | 856 |
|
|
2018
Q4 | $1.35M | Buy |
27,108
+3,471
| +15% | +$172K | 0.01% | 797 |
|
|
2018
Q3 | $1.16M | Buy |
23,637
+9,467
| +67% | +$464K | 0.01% | 889 |
|
|
2018
Q2 | $671K | Sell |
14,170
-6,613
| -32% | -$313K | 0.01% | 1118 |
|
|
2018
Q1 | $942K | Sell |
20,783
-14,720
| -41% | -$667K | 0.01% | 909 |
|
|
2017
Q4 | $1.68M | Buy |
35,503
+5,809
| +20% | +$275K | 0.02% | 625 |
|
|
2017
Q3 | $1.38M | Sell |
29,694
-2,397
| -7% | -$111K | 0.02% | 661 |
|
|
2017
Q2 | $1.49M | Buy |
32,091
+546
| +2% | +$25.3K | 0.03% | 580 |
|
|
2017
Q1 | $1.41M | Buy |
31,545
+2,248
| +8% | +$101K | 0.03% | 574 |
|
|
2016
Q4 | $1.22M | Buy |
29,297
+3,863
| +15% | +$161K | 0.03% | 585 |
|
|
2016
Q3 | $1.07M | Buy |
25,434
+15,937
| +168% | +$669K | 0.03% | 616 |
|
|
2016
Q2 | $434K | Buy |
+9,497
| New | +$434K | 0.01% | 995 |
|