Evoke Wealth’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 |
-44
| Closed | -$3K | – | 515 |
|
|
2022
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 957 |
|
|
2022
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 970 |
|
|
2022
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 985 |
|
|
2021
Q4 | $3K | Buy |
44
+7
| +19% | +$477 | ﹤0.01% | 979 |
|
|
2021
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 992 |
|
|
2021
Q2 | $2K | Sell |
37
-3
| -8% | -$162 | ﹤0.01% | 1033 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 876 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 831 |
|
|
2020
Q2 | $2K | Sell |
40
-11
| -22% | -$550 | ﹤0.01% | 846 |
|
|
2020
Q1 | $3.01K | Sell |
51
-138
| -73% | -$8.14K | ﹤0.01% | 722 |
|
|
2019
Q4 | $11.9K | Buy |
189
+15
| +9% | +$944 | ﹤0.01% | 703 |
|
|
2019
Q3 | $11.1K | Buy |
+174
| New | +$11.1K | ﹤0.01% | 795 |
|