First Capital Advisors Group’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$278K Sell
5,602
-418
-7% -$21.1K 0.21% 102
2018
Q3
$295K Sell
6,020
-113
-2% -$5.51K 0.18% 109
2018
Q2
$290K Sell
6,133
-41
-0.7% -$1.85K 0.19% 115
2018
Q1
$280K Sell
6,174
-1,310
-18% -$57.5K 0.16% 121
2017
Q4
$354K Sell
7,484
-350
-4% -$17K 0.22% 118
2017
Q3
$363K Sell
7,834
-3,873
-33% -$183K 0.25% 107
2017
Q2
$541K Sell
11,707
-1,208
-9% -$55.8K 0.37% 89
2017
Q1
$578K Buy
12,915
+1,472
+13% +$63.8K 0.43% 80
2016
Q4
$476K Buy
+11,443
New +$468K 0.44% 76

Other funds holding CMS