Friedberg Investment Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $568K | Sell |
12,260
-23,970
| -66% | -$1.11M | 0.92% | 37 |
|
|
2017
Q2 | $1.68M | Buy |
36,230
+13,640
| +60% | +$631K | 0.72% | 47 |
|
|
2017
Q1 | $1.01M | Sell |
22,590
-1,240
| -5% | -$55.4K | 0.43% | 64 |
|
|
2016
Q4 | $991K | Buy |
23,830
+3,000
| +14% | +$125K | 0.45% | 63 |
|
|
2016
Q3 | $875K | Hold |
20,830
| – | – | 0.38% | 72 |
|
|
2016
Q2 | $955K | Hold |
20,830
| – | – | 0.45% | 61 |
|
|
2016
Q1 | $884K | Sell |
20,830
-1,000
| -5% | -$42.4K | 0.44% | 63 |
|
|
2015
Q4 | $787K | Buy |
21,830
+3,970
| +22% | +$143K | 0.38% | 69 |
|
|
2015
Q3 | $630K | Buy |
17,860
+670
| +4% | +$23.6K | 0.3% | 70 |
|
|
2015
Q2 | $547K | Sell |
17,190
-100
| -0.6% | -$3.18K | 0.21% | 88 |
|
|
2015
Q1 | $603K | Buy |
17,290
+2,060
| +14% | +$71.8K | 0.22% | 85 |
|
|
2014
Q4 | $529K | Sell |
15,230
-10
| -0.1% | -$347 | 0.21% | 84 |
|
|
2014
Q3 | $452K | Buy |
15,240
+1,700
| +13% | +$50.4K | 0.17% | 92 |
|
|
2014
Q2 | $421K | Buy |
13,540
+2,500
| +23% | +$77.7K | 0.15% | 91 |
|
|
2014
Q1 | $323K | Sell |
11,040
-800
| -7% | -$23.4K | 0.13% | 88 |
|
|
2013
Q4 | $316K | Buy |
+11,840
| New | +$316K | 0.13% | 92 |
|