Freedman Financial Associates’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-122
| Closed | -$9K | – | 78 |
|
|
2022
Q1 | $9K | Hold |
122
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $8K | Hold |
122
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $7K | Hold |
122
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $7K | Hold |
122
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $7K | Hold |
122
| – | – | 0.01% | 372 |
|
|
2020
Q4 | $7K | Buy |
+122
| New | +$7K | 0.01% | 368 |
|