Cambridge Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$5.88K | – | 719 |
|
|
2023
Q2 | $5.88K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $6.14K | Buy |
100
+45
| +82% | +$2.76K | ﹤0.01% | 669 |
|
|
2022
Q4 | $3K | Sell |
55
-891
| -94% | -$48.6K | ﹤0.01% | 740 |
|
|
2022
Q3 | $55K | Sell |
946
-77
| -8% | -$4.48K | ﹤0.01% | 439 |
|
|
2022
Q2 | $69K | Buy |
1,023
+133
| +15% | +$8.97K | ﹤0.01% | 447 |
|
|
2022
Q1 | $62K | Buy |
890
+685
| +334% | +$47.7K | ﹤0.01% | 498 |
|
|
2021
Q4 | $13K | Buy |
+205
| New | +$13K | ﹤0.01% | 767 |
|