Alta Advisers’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,200
| Closed | -$84.8K | – | 200 |
|
|
2024
Q3 | $84.8K | Hold |
1,200
| – | – | 0.04% | 331 |
|
|
2024
Q2 | $71.4K | Hold |
1,200
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $72.4K | Hold |
1,200
| – | – | 0.04% | 334 |
|
|
2023
Q4 | $69.7K | Hold |
1,200
| – | – | 0.04% | 335 |
|
|
2023
Q3 | $63.7K | Hold |
1,200
| – | – | 0.04% | 331 |
|
|
2023
Q2 | $70.5K | Hold |
1,200
| – | – | 0.04% | 327 |
|
|
2023
Q1 | $73.7K | Hold |
1,200
| – | – | 0.04% | 312 |
|
|
2022
Q4 | $76K | Hold |
1,200
| – | – | 0.05% | 299 |
|
|
2022
Q3 | $70K | Buy |
+1,200
| New | +$70K | 0.04% | 303 |
|