Darwin Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23
| Closed | -$1K | – | 261 |
|
|
2020
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 727 |
|
|
2018
Q1 | – | Sell |
-38,972
| Closed | -$1.84M | – | 128 |
|
|
2017
Q4 | $1.84M | Buy |
+38,972
| New | +$1.84M | 0.79% | 51 |
|
|
2017
Q3 | – | Sell |
-37,215
| Closed | -$1.72M | – | 104 |
|
|
2017
Q2 | $1.72M | Sell |
37,215
-2,355
| -6% | -$109K | 0.95% | 48 |
|
|
2017
Q1 | $1.77M | Buy |
+39,570
| New | +$1.77M | 1.03% | 48 |
|