Coann Capital’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.7M | Sell |
199,865
-217,629
| -52% | -$13.8M | 6.03% | 5 |
|
|
2022
Q3 | $24.3M | Buy |
+417,494
| New | +$24.3M | 14.93% | 1 |
|
|
2021
Q3 | – | Sell |
-117,385
| Closed | -$6.94M | – | 20 |
|
|
2021
Q2 | $6.94M | Sell |
117,385
-51,222
| -30% | -$3.03M | 5.33% | 9 |
|
|
2021
Q1 | $10.3M | Buy |
+168,607
| New | +$10.3M | 8.79% | 4 |
|