Ferris Capital’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-530
| Closed | -$29K | – | 257 |
|
|
2019
Q1 | $29K | Hold |
530
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $26K | Hold |
530
| – | – | 0.01% | 305 |
|
|
2018
Q3 | $26K | Hold |
530
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $25K | Hold |
530
| – | – | 0.01% | 331 |
|
|
2018
Q1 | $24K | Buy |
+530
| New | +$24K | 0.01% | 377 |
|
|
2017
Q3 | – | Sell |
-607
| Closed | -$28K | – | 239 |
|
|
2017
Q2 | $28K | Buy |
+607
| New | +$28K | 0.01% | 313 |
|