First Personal Financial Services’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 | $142 | Buy |
+2
| New | +$142 | ﹤0.01% | 508 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 339 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-17
| Closed | -$1K | – | 343 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 410 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 700 |
|
|
2017
Q1 | – | Sell |
-10
| Closed | – | – | 884 |
|
|
2016
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 917 |
|