DGAM
Desjardins Global Asset Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-954
| Closed | -$56K | – | 694 |
|
|
2023
Q2 | $56K | Buy |
954
+156
| +20% | +$9.17K | 0.01% | 528 |
|
|
2023
Q1 | $49K | Sell |
798
-78
| -9% | -$4.79K | 0.01% | 522 |
|
|
2022
Q4 | $55K | Buy |
876
+26
| +3% | +$1.63K | 0.01% | 428 |
|
|
2022
Q3 | $49K | Hold |
850
| – | – | 0.01% | 420 |
|
|
2022
Q2 | $57K | Sell |
850
-3,438
| -80% | -$231K | 0.01% | 410 |
|
|
2022
Q1 | $299K | Sell |
4,288
-198
| -4% | -$13.8K | 0.03% | 322 |
|
|
2021
Q4 | $291K | Buy |
+4,486
| New | +$291K | 0.02% | 336 |
|