Capital Bank & Trust’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 | – | Sell |
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|
2021
Q2 | $4.53M | Buy |
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|
2021
Q1 | $4.58M | Sell |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $18.5M | Buy |
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|
2020
Q2 | $17.2M | Buy |
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|
2020
Q1 | $15.7M | Buy |
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|
2019
Q4 | $9.77M | Buy |
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|
2019
Q3 | $3.44M | Sell |
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|
2019
Q2 | $6.05M | Sell |
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|
2019
Q1 | $5.98M | Buy |
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|
2018
Q4 | $3.04M | Buy |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $80K | Hold |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $80K | Hold |
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|
2017
Q3 | $79K | Hold |
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|
2017
Q2 | $79K | Buy |
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