Advisory Research’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,105
| Closed | -$395K | – | 371 |
|
|
2019
Q1 | $395K | Buy |
7,105
+2,063
| +41% | +$115K | 0.01% | 307 |
|
|
2018
Q4 | $250K | Buy |
+5,042
| New | +$250K | 0.01% | 346 |
|
|
2014
Q2 | – | Sell |
-2,426
| Closed | -$71K | – | 395 |
|
|
2014
Q1 | $71K | Buy |
+2,426
| New | +$71K | ﹤0.01% | 447 |
|