FormulaFolio Investments’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10K | Buy |
176
+38
| +28% | +$2.16K | ﹤0.01% | 263 |
|
|
2021
Q1 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 280 |
|
|
2017
Q1 | – | Sell |
-7,351
| Closed | -$306K | – | 216 |
|
|
2016
Q4 | $306K | Buy |
+7,351
| New | +$306K | 0.04% | 142 |
|
|
2016
Q3 | – | Sell |
-21,244
| Closed | -$974K | – | 144 |
|
|
2016
Q2 | $974K | Buy |
+21,244
| New | +$974K | 0.17% | 48 |
|
|
2016
Q1 | – | Sell |
-30,445
| Closed | -$1.1M | – | 133 |
|
|
2015
Q4 | $1.1M | Buy |
+30,445
| New | +$1.1M | 0.28% | 26 |
|