Financial Gravity Asset Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24
| Closed | -$1.45K | – | 1640 |
|
|
2024
Q1 | $1.45K | Buy |
24
+16
| +200% | +$969 | ﹤0.01% | 1171 |
|
|
2023
Q4 | $666 | Buy |
8
+4
| +100% | +$333 | ﹤0.01% | 1101 |
|
|
2023
Q3 | $321 | Sell |
4
-55
| -93% | -$4.41K | ﹤0.01% | 868 |
|
|
2023
Q2 | $376 | Buy |
+59
| New | +$376 | ﹤0.01% | 1044 |
|
|
2023
Q1 | – | Sell |
-63
| Closed | -$436 | – | 1230 |
|
|
2022
Q4 | $436 | Buy |
+63
| New | +$436 | ﹤0.01% | 821 |
|
|
2022
Q2 | – | Sell |
-17
| Closed | -$1 | – | 757 |
|
|
2022
Q1 | $1 | Buy |
+17
| New | +$1 | ﹤0.01% | 881 |
|
|
2020
Q1 | – | Hold |
0
| – | -$63K | – | 1158 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 516 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 1242 |
|
|
2019
Q2 | $0 | Sell |
4
-8
| -67% | – | ﹤0.01% | 1290 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1057 |
|
|
2018
Q3 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 1419 |
|
|
2018
Q2 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 1436 |
|
|
2018
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1400 |
|