Avestar Capital’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-141
| Closed | -$6K | – | 306 |
|
|
2019
Q2 | $6K | Hold |
141
| – | – | ﹤0.01% | 561 |
|
|
2019
Q1 | $6K | Hold |
141
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $5K | Buy |
141
+7
| +5% | +$248 | ﹤0.01% | 524 |
|
|
2018
Q3 | $5K | Hold |
134
| – | – | ﹤0.01% | 540 |
|
|
2018
Q2 | $5K | Hold |
134
| – | – | ﹤0.01% | 559 |
|
|
2018
Q1 | $5K | Buy |
134
+10
| +8% | +$373 | ﹤0.01% | 528 |
|
|
2017
Q4 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 544 |
|