First Interstate Bank’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-66
| Closed | -$3K | – | 673 |
|
|
2018
Q1 | $3K | Sell |
66
-50
| -43% | -$2.27K | ﹤0.01% | 642 |
|
|
2017
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 640 |
|
|
2017
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 611 |
|
|
2017
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 602 |
|
|
2017
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 598 |
|
|
2016
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 628 |
|
|
2016
Q3 | $5K | Buy |
116
+66
| +132% | +$2.85K | ﹤0.01% | 639 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 698 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 705 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 723 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 748 |
|