GA
Gateway Advisory’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-44,608
| Closed | -$1.81M | – | 55 |
|
|
2016
Q3 | $1.81M | Buy |
44,608
+2,183
| +5% | +$88.3K | 0.65% | 25 |
|
|
2016
Q2 | $1.93M | Buy |
42,425
+18,738
| +79% | +$850K | 0.75% | 22 |
|
|
2016
Q1 | $1.01M | Buy |
23,687
+12,459
| +111% | +$529K | 0.47% | 20 |
|
|
2015
Q4 | $405K | Buy |
11,228
+4,145
| +59% | +$150K | 0.19% | 32 |
|
|
2015
Q3 | $250K | Buy |
+7,083
| New | +$250K | 0.12% | 34 |
|