Ellevest Inc’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-779
| Closed | -$48K | – | 1285 |
|
|
2021
Q1 | $48K | Hold |
779
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $48K | Sell |
779
-142
| -15% | -$8.75K | 0.01% | 466 |
|
|
2020
Q3 | $57K | Hold |
921
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $54K | Hold |
921
| – | – | 0.01% | 349 |
|
|
2020
Q1 | $54K | Hold |
921
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $58K | Buy |
+921
| New | +$58K | 0.02% | 159 |
|