Corient Capital Partners’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$229K Buy
2022
Q2
$217K Sell
2022
Q1
$263K Buy
2021
Q4
$226K Sell
2021
Q3
$212K Buy
2021
Q2
$202K Buy
2021
Q1
$203K Buy
2020
Q3
Sell
2020
Q2
$212K Sell
2020
Q1
$257K Sell
2019
Q4
$350K Buy
2019
Q3
$327K Buy
2019
Q2
$253K Buy
2019
Q1
$226K Buy
2017
Q3
Sell
2017
Q2
$213K Buy