Enterprise Financial Services Corp (EFSC)’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-209
| Closed | -$12K | – | 561 |
|
|
2021
Q2 | $12K | Hold |
209
| – | – | ﹤0.01% | 700 |
|
|
2021
Q1 | $13K | Buy |
209
+23
| +12% | +$1.32K | ﹤0.01% | 694 |
|
|
2020
Q4 | $11K | Hold |
186
| – | – | ﹤0.01% | 693 |
|
|
2020
Q3 | $11K | Hold |
186
| – | – | ﹤0.01% | 666 |
|
|
2020
Q2 | $11K | Buy |
186
+25
| +16% | +$1.45K | ﹤0.01% | 674 |
|
|
2020
Q1 | $9K | Sell |
161
-83
| -34% | -$5.31K | ﹤0.01% | 658 |
|
|
2019
Q4 | $15K | Hold |
244
| – | – | ﹤0.01% | 637 |
|
|
2019
Q3 | $16K | Hold |
244
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $14K | Hold |
244
| – | – | ﹤0.01% | 665 |
|
|
2019
Q1 | $14K | Hold |
244
| – | – | ﹤0.01% | 658 |
|
|
2018
Q4 | $12K | Sell |
244
-23
| -9% | -$1.16K | 0.01% | 474 |
|
|
2018
Q3 | $13K | Buy |
267
+213
| +394% | +$10.4K | 0.01% | 524 |
|
|
2018
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 799 |
|
|
2018
Q1 | $2K | Buy |
+54
| New | +$2.37K | ﹤0.01% | 826 |
|
|
2016
Q4 | – | Sell |
-61
| Closed | -$3K | – | 1069 |
|
|
2016
Q3 | $3K | Buy |
+61
| New | +$2.66K | ﹤0.01% | 797 |
|
|
2015
Q2 | – | Sell |
-36
| Closed | -$1K | – | 1103 |
|
|
2015
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1132 |
|
|
2014
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1142 |
|
|
2014
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1119 |
|
|
2014
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1133 |
|
|
2014
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1160 |
|
|
2013
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1085 |
|
|
2013
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1102 |
|
|
2013
Q2 | $1K | Buy |
+36
| New | +$1.01K | ﹤0.01% | 949 |
|
Other funds holding CMS
PAMS
