Edge Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-140
| Closed | -$6K | – | 836 |
|
|
2018
Q1 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 739 |
|
|
2017
Q4 | – | Sell |
-305
| Closed | -$14K | – | 915 |
|
|
2017
Q3 | $14K | Hold |
305
| – | – | ﹤0.01% | 688 |
|
|
2017
Q2 | $14K | Hold |
305
| – | – | ﹤0.01% | 702 |
|
|
2017
Q1 | $13K | Hold |
305
| – | – | ﹤0.01% | 726 |
|
|
2016
Q4 | $12K | Buy |
+305
| New | +$12K | ﹤0.01% | 671 |
|