FinTrust Capital Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.2K | Hold |
286
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $17K | Buy |
286
+57
| +25% | +$3.39K | ﹤0.01% | 783 |
|
|
2024
Q1 | $13.8K | Hold |
229
| – | – | ﹤0.01% | 780 |
|
|
2023
Q4 | $13.3K | Buy |
229
+182
| +387% | +$10.6K | ﹤0.01% | 759 |
|
|
2023
Q3 | $2.5K | Hold |
47
| – | – | ﹤0.01% | 974 |
|
|
2023
Q2 | $2.98K | Hold |
47
| – | – | ﹤0.01% | 942 |
|
|
2023
Q1 | $2.98K | Hold |
47
| – | – | ﹤0.01% | 937 |
|
|
2022
Q4 | $2.98K | Sell |
47
-257
| -85% | -$16.3K | ﹤0.01% | 940 |
|
|
2022
Q3 | $17K | Hold |
304
| – | – | ﹤0.01% | 751 |
|
|
2022
Q2 | $20K | Hold |
304
| – | – | 0.01% | 730 |
|
|
2022
Q1 | $21K | Buy |
+304
| New | +$21K | ﹤0.01% | 748 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$3K | – | 1080 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 1017 |
|
|
2018
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 1021 |
|