CSat Investment Advisory’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $53K | Buy |
858
+278
| +48% | +$17.2K | 0.04% | 174 |
|
|
2020
Q4 | $35K | Sell |
580
-761
| -57% | -$45.9K | 0.03% | 232 |
|
|
2020
Q3 | $83K | Buy |
1,341
+86
| +7% | +$5.32K | 0.01% | 535 |
|
|
2020
Q2 | $73K | Buy |
1,255
+301
| +32% | +$17.5K | 0.01% | 579 |
|
|
2020
Q1 | $56K | Buy |
954
+38
| +4% | +$2.23K | 0.01% | 492 |
|
|
2019
Q4 | $57K | Buy |
916
+182
| +25% | +$11.3K | 0.02% | 586 |
|
|
2019
Q3 | $47K | Buy |
734
+3
| +0.4% | +$192 | 0.01% | 571 |
|
|
2019
Q2 | $43K | Buy |
731
+390
| +114% | +$22.9K | 0.02% | 596 |
|
|
2019
Q1 | $19K | Buy |
341
+22
| +7% | +$1.23K | 0.01% | 325 |
|
|
2018
Q4 | $16K | Buy |
319
+27
| +9% | +$1.35K | 0.01% | 326 |
|
|
2018
Q3 | $14K | Sell |
292
-33
| -10% | -$1.58K | 0.01% | 296 |
|
|
2018
Q2 | $15K | Buy |
+325
| New | +$15K | 0.01% | 255 |
|