Financial Architects (New Jersey)’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 |
-1,741
| Closed | -$97K | – | 1113 |
|
|
2019
Q1 | $97K | Buy |
1,741
+91
| +6% | +$5.07K | 0.02% | 415 |
|
|
2018
Q4 | $82K | Hold |
1,650
| – | – | 0.02% | 407 |
|
|
2018
Q3 | $81K | Buy |
1,650
+268
| +19% | +$13.2K | 0.01% | 450 |
|
|
2018
Q2 | $65K | Buy |
1,382
+99
| +8% | +$4.66K | 0.01% | 495 |
|
|
2018
Q1 | $58K | Sell |
1,283
-142
| -10% | -$6.42K | 0.01% | 513 |
|
|
2017
Q4 | $67K | Hold |
1,425
| – | – | 0.01% | 526 |
|
|
2017
Q3 | $66K | Sell |
1,425
-18
| -1% | -$834 | 0.01% | 541 |
|
|
2017
Q2 | $67K | Buy |
1,443
+220
| +18% | +$10.2K | 0.01% | 512 |
|
|
2017
Q1 | $55K | Buy |
1,223
+46
| +4% | +$2.07K | 0.01% | 567 |
|
|
2016
Q4 | $49K | Buy |
1,177
+162
| +16% | +$6.74K | 0.01% | 569 |
|
|
2016
Q3 | $43K | Hold |
1,015
| – | – | 0.01% | 612 |
|
|
2016
Q2 | $47K | Buy |
+1,015
| New | +$47K | 0.01% | 543 |
|