Evolution Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-103
| Closed | -$6K | – | 587 |
|
|
2020
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $6K | Hold |
103
| – | – | ﹤0.01% | 337 |
|
|
2020
Q1 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 236 |
|
|
2019
Q4 | – | Sell |
-103
| Closed | -$7K | – | 637 |
|
|
2019
Q3 | $7K | Buy |
+103
| New | +$7K | ﹤0.01% | 226 |
|