Guardian Investor Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $66K | Hold |
1,898
| – | – | 0.05% | 387 |
|
|
2014
Q4 | $66K | Sell |
1,898
-52
| -3% | -$1.81K | 0.05% | 384 |
|
|
2014
Q3 | $58K | Sell |
1,950
-34
| -2% | -$1.01K | 0.05% | 409 |
|
|
2014
Q2 | $62K | Sell |
1,984
-68
| -3% | -$2.13K | 0.05% | 409 |
|
|
2014
Q1 | $60K | Sell |
2,052
-77
| -4% | -$2.25K | 0.05% | 415 |
|
|
2013
Q4 | $57K | Hold |
2,129
| – | – | 0.04% | 420 |
|
|
2013
Q3 | $56K | Sell |
2,129
-23
| -1% | -$605 | 0.05% | 409 |
|
|
2013
Q2 | $58K | Buy |
+2,152
| New | +$58K | 0.05% | 393 |
|