Boston Private Bank & Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $99K | Sell |
2,850
-2,635
| -48% | -$91.5K | ﹤0.01% | 474 |
|
|
2014
Q4 | $191K | Hold |
5,485
| – | – | 0.01% | 408 |
|
|
2014
Q3 | $163K | Sell |
5,485
-155
| -3% | -$4.61K | 0.01% | 417 |
|
|
2014
Q2 | $176K | Hold |
5,640
| – | – | 0.01% | 407 |
|
|
2014
Q1 | $165K | Sell |
5,640
-90
| -2% | -$2.63K | 0.01% | 414 |
|
|
2013
Q4 | $153K | Sell |
5,730
-395
| -6% | -$10.5K | 0.01% | 430 |
|
|
2013
Q3 | $161K | Buy |
6,125
+115
| +2% | +$3.02K | 0.01% | 401 |
|
|
2013
Q2 | $163K | Buy |
+6,010
| New | +$163K | 0.01% | 392 |
|