Bank of the West’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,779
| Closed | -$311K | – | 296 |
|
|
2016
Q2 | $311K | Hold |
6,779
| – | – | 0.04% | 242 |
|
|
2016
Q1 | $288K | Buy |
6,779
+125
| +2% | +$5.31K | 0.04% | 241 |
|
|
2015
Q4 | $240K | Buy |
6,654
+254
| +4% | +$9.16K | 0.03% | 265 |
|
|
2015
Q3 | $226K | Buy |
+6,400
| New | +$226K | 0.04% | 268 |
|