Capital Asset Advisory Services’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,819
Closed -$172K 814
2020
Q4
$172K Buy
+2,819
New +$172K 0.03% 365
2020
Q1
Sell
-3,489
Closed -$236K 519
2019
Q4
$236K Buy
+3,489
New +$236K 0.06% 315