Berman Capital Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $114K | Buy |
|
|||||
|
2021
Q2 | $113K | Buy |
|
|||||
|
2021
Q1 | $104K | Buy |
|
|||||
|
2020
Q4 | $61K | Sell |
|
|||||
|
2020
Q3 | $62K | Buy |
|
|||||
|
2020
Q2 | $56K | Buy |
|
|||||
|
2020
Q1 | $55K | Buy |
|
|||||
|
2019
Q4 | $57K | Buy |
|
|||||
|
2019
Q3 | $58K | Buy |
|
|||||
|
2019
Q2 | $52K | Buy |
|
|||||
|
2019
Q1 | $46K | Buy |
|
|||||
|
2018
Q4 | $16K | Buy |
|