Cavalier Investments’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,000
| Closed | -$537K | – | 152 |
|
|
2017
Q2 | $537K | Hold |
12,000
| – | – | 0.3% | 78 |
|
|
2017
Q1 | $537K | Hold |
12,000
| – | – | 0.3% | 80 |
|
|
2016
Q4 | $499K | Hold |
12,000
| – | – | 0.32% | 62 |
|
|
2016
Q3 | $504K | Hold |
12,000
| – | – | 0.31% | 66 |
|
|
2016
Q2 | $550K | Buy |
+12,000
| New | +$550K | 0.32% | 66 |
|