First Allied Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,782
| Closed | -$502K | – | 1121 |
|
|
2017
Q2 | $502K | Sell |
10,782
-1,338
| -11% | -$62.3K | 0.02% | 615 |
|
|
2017
Q1 | $542K | Sell |
12,120
-1,066
| -8% | -$47.7K | 0.03% | 558 |
|
|
2016
Q4 | $549K | Sell |
13,186
-607
| -4% | -$25.3K | 0.03% | 561 |
|
|
2016
Q3 | $579K | Sell |
13,793
-1,858
| -12% | -$78K | 0.03% | 520 |
|
|
2016
Q2 | $716K | Buy |
+15,651
| New | +$716K | 0.04% | 441 |
|