Arkadios Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-743
| Closed | -$44K | – | 778 |
|
|
2021
Q3 | $44K | Hold |
743
| – | – | 0.01% | 918 |
|
|
2021
Q2 | $43K | Buy |
743
+575
| +342% | +$33.3K | 0.01% | 971 |
|
|
2021
Q1 | $10K | Hold |
168
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q4 | $10K | Buy |
+168
| New | +$10K | ﹤0.01% | 949 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$2.72K | – | 1225 |
|
|
2019
Q4 | $2.72K | Buy |
+40
| New | +$2.72K | ﹤0.01% | 786 |
|