Disciplined Investments’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18
| Closed | -$1.06K | – | 387 |
|
|
2023
Q2 | $1.06K | Buy |
18
+2
| +13% | +$118 | ﹤0.01% | 942 |
|
|
2023
Q1 | $982 | Sell |
16
-3
| -16% | -$184 | ﹤0.01% | 966 |
|
|
2022
Q4 | $1.2K | Sell |
19
-1
| -5% | -$63 | ﹤0.01% | 822 |
|
|
2022
Q3 | $1K | Buy |
20
+1
| +5% | +$50 | ﹤0.01% | 837 |
|
|
2022
Q2 | $1K | Buy |
19
+3
| +19% | +$158 | ﹤0.01% | 847 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 903 |
|