Berman Capital 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
Q3 | $114K | Buy |
1,939
+12
| +0.6% | +$706 | 0.02% | 399 |
|
|
2021
Q2 | $113K | Buy |
1,927
+210
| +12% | +$12.3K | 0.02% | 349 |
|
|
2021
Q1 | $104K | Buy |
1,717
+703
| +69% | +$42.6K | 0.02% | 299 |
|
|
2020
Q4 | $61K | Sell |
1,014
-3
| -0.3% | -$180 | 0.01% | 351 |
|
|
2020
Q3 | $62K | Buy |
1,017
+43
| +4% | +$2.62K | 0.02% | 294 |
|
|
2020
Q2 | $56K | Buy |
974
+7
| +0.7% | +$402 | 0.01% | 305 |
|
|
2020
Q1 | $55K | Buy |
967
+56
| +6% | +$3.19K | 0.02% | 278 |
|
|
2019
Q4 | $57K | Buy |
911
+2
| +0.2% | +$125 | 0.02% | 300 |
|
|
2019
Q3 | $58K | Buy |
909
+1
| +0.1% | +$64 | 0.02% | 281 |
|
|
2019
Q2 | $52K | Buy |
908
+71
| +8% | +$4.07K | 0.02% | 294 |
|
|
2019
Q1 | $46K | Buy |
837
+496
| +145% | +$27.3K | 0.02% | 283 |
|
|
2018
Q4 | $16K | Buy |
+341
| New | +$16K | 0.01% | 420 |
|