AS
Altshuler Shaham’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-320
| Closed | -$21.3K | – | 319 |
|
|
2024
Q4 | $21.3K | Buy |
+320
| New | +$21.3K | ﹤0.01% | 197 |
|
|
2023
Q1 | – | Sell |
-763
| Closed | -$48.3K | – | 377 |
|
|
2022
Q4 | $48.3K | Buy |
763
+75
| +11% | +$4.75K | ﹤0.01% | 215 |
|
|
2022
Q3 | $41K | Sell |
688
-184
| -21% | -$11K | ﹤0.01% | 269 |
|
|
2022
Q2 | $59K | Sell |
872
-4
| -0.5% | -$271 | ﹤0.01% | 211 |
|
|
2022
Q1 | $61K | Sell |
876
-137
| -14% | -$9.54K | ﹤0.01% | 327 |
|
|
2021
Q4 | $66K | Sell |
1,013
-8,954
| -90% | -$583K | ﹤0.01% | 334 |
|
|
2021
Q3 | $598K | Buy |
9,967
+1,630
| +20% | +$97.8K | ﹤0.01% | 187 |
|
|
2021
Q2 | $493K | Buy |
+8,337
| New | +$493K | ﹤0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-3,915
| Closed | -$246K | – | 475 |
|
|
2019
Q4 | $246K | Buy |
3,915
+655
| +20% | +$41.2K | 0.01% | 149 |
|
|
2019
Q3 | $209K | Buy |
3,260
+1,678
| +106% | +$108K | 0.01% | 157 |
|
|
2019
Q2 | $92K | Buy |
1,582
+791
| +100% | +$46K | ﹤0.01% | 155 |
|
|
2019
Q1 | $44K | Buy |
791
+265
| +50% | +$14.7K | ﹤0.01% | 140 |
|
|
2018
Q4 | $26K | Buy |
526
+36
| +7% | +$1.78K | ﹤0.01% | 140 |
|
|
2018
Q3 | $24K | Sell |
490
-135
| -22% | -$6.61K | ﹤0.01% | 152 |
|
|
2018
Q2 | $30K | Sell |
625
-69
| -10% | -$3.31K | ﹤0.01% | 113 |
|
|
2018
Q1 | $31K | Buy |
694
+309
| +80% | +$13.8K | ﹤0.01% | 119 |
|
|
2017
Q4 | $18K | Buy |
+385
| New | +$18K | ﹤0.01% | 134 |
|