Destiny Wealth Partners’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 | – | Sell |
-4,497
| Closed | -$262K | – | 685 |
|
|
2022
Q3 | $262K | Buy |
4,497
+1,182
| +36% | +$68.9K | 0.06% | 159 |
|
|
2022
Q2 | $224K | Buy |
3,315
+1,837
| +124% | +$124K | 0.05% | 154 |
|
|
2022
Q1 | $103K | Buy |
1,478
+560
| +61% | +$39K | 0.02% | 232 |
|
|
2021
Q4 | $60K | Buy |
918
+89
| +11% | +$5.82K | 0.01% | 297 |
|
|
2021
Q3 | $50K | Buy |
+829
| New | +$50K | 0.01% | 299 |
|
|
2021
Q2 | – | Sell |
-622
| Closed | -$38K | – | 236 |
|
|
2021
Q1 | $38K | Sell |
622
-3,717
| -86% | -$227K | 0.01% | 300 |
|
|
2020
Q4 | $265K | Buy |
+4,339
| New | +$265K | 0.06% | 179 |
|