Arrow Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-121
| Closed | -$7.3K | – | 337 |
|
2024
Q1 | $7.3K | Hold |
121
| – | – | ﹤0.01% | 290 |
|
2023
Q4 | $7.03K | Hold |
121
| – | – | ﹤0.01% | 292 |
|
2023
Q3 | $6.43K | Hold |
121
| – | – | ﹤0.01% | 300 |
|
2023
Q2 | $7.11K | Hold |
121
| – | – | ﹤0.01% | 279 |
|
2023
Q1 | $7.43K | Hold |
121
| – | – | ﹤0.01% | 287 |
|
2022
Q4 | $8K | Hold |
121
| – | – | ﹤0.01% | 290 |
|
2022
Q3 | $7K | Hold |
121
| – | – | ﹤0.01% | 297 |
|
2022
Q2 | $8K | Hold |
121
| – | – | ﹤0.01% | 302 |
|
2022
Q1 | $8K | Hold |
121
| – | – | ﹤0.01% | 306 |
|
2021
Q4 | $8K | Hold |
121
| – | – | ﹤0.01% | 294 |
|
2021
Q3 | $7K | Hold |
121
| – | – | ﹤0.01% | 291 |
|
2021
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 296 |
|
2021
Q1 | $7K | Hold |
121
| – | – | ﹤0.01% | 292 |
|
2020
Q4 | $7K | Hold |
121
| – | – | ﹤0.01% | 283 |
|
2020
Q3 | $7K | Hold |
121
| – | – | ﹤0.01% | 271 |
|
2020
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 281 |
|
2020
Q1 | $7K | Hold |
121
| – | – | ﹤0.01% | 286 |
|
2019
Q4 | $8K | Hold |
121
| – | – | ﹤0.01% | 282 |
|
2019
Q3 | $8K | Hold |
121
| – | – | ﹤0.01% | 288 |
|
2019
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 304 |
|
2019
Q1 | $7K | Hold |
121
| – | – | ﹤0.01% | 301 |
|
2018
Q4 | $6K | Hold |
121
| – | – | ﹤0.01% | 315 |
|
2018
Q3 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 324 |
|
2016
Q1 | – | Sell |
-32
| Closed | -$1K | – | 386 |
|
2015
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 477 |
|
2014
Q4 | – | Sell |
-203
| Closed | -$6K | – | 354 |
|
2014
Q3 | $6K | Buy |
+203
| New | +$6K | ﹤0.01% | 348 |
|