Certified Advisory Corp’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19
| Closed | -$1K | – | 796 |
|
|
2019
Q3 | $1K | Sell |
19
-19
| -50% | -$1K | ﹤0.01% | 762 |
|
|
2019
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 739 |
|
|
2019
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 686 |
|
|
2018
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 683 |
|
|
2018
Q3 | $2K | Buy |
38
+22
| +138% | +$1.16K | ﹤0.01% | 712 |
|
|
2018
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 728 |
|