HL Financial Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.82M | Buy |
32,800
+1,179
| +4% | +$65.5K | 0.03% | 302 |
|
|
2018
Q4 | $1.57M | Sell |
31,621
-763
| -2% | -$37.9K | 0.03% | 297 |
|
|
2018
Q3 | $1.59M | Sell |
32,384
-455
| -1% | -$22.3K | 0.02% | 322 |
|
|
2018
Q2 | $1.55M | Sell |
32,839
-280
| -0.8% | -$13.2K | 0.03% | 306 |
|
|
2018
Q1 | $1.5M | Sell |
33,119
-174
| -0.5% | -$7.88K | 0.03% | 294 |
|
|
2017
Q4 | $1.58M | Buy |
33,293
+387
| +1% | +$18.3K | 0.03% | 250 |
|
|
2017
Q3 | $1.52M | Sell |
32,906
-3,715
| -10% | -$172K | 0.03% | 285 |
|
|
2017
Q2 | $1.69M | Sell |
36,621
-283
| -0.8% | -$13.1K | 0.03% | 260 |
|
|
2017
Q1 | $1.65M | Sell |
36,904
-2,058
| -5% | -$92.1K | 0.03% | 255 |
|
|
2016
Q4 | $1.62M | Sell |
38,962
-1,250
| -3% | -$52K | 0.03% | 260 |
|
|
2016
Q3 | $1.69M | Sell |
40,212
-531
| -1% | -$22.3K | 0.04% | 252 |
|
|
2016
Q2 | $1.87M | Sell |
40,743
-2,971
| -7% | -$136K | 0.04% | 227 |
|
|
2016
Q1 | $1.86M | Sell |
43,714
-1,602
| -4% | -$68K | 0.05% | 222 |
|
|
2015
Q4 | $1.64M | Buy |
45,316
+1,437
| +3% | +$51.8K | 0.04% | 236 |
|
|
2015
Q3 | $1.55M | Buy |
43,879
+2,865
| +7% | +$101K | 0.04% | 210 |
|
|
2015
Q2 | $1.31M | Sell |
41,014
-1
| -0% | -$32 | 0.03% | 247 |
|
|
2015
Q1 | $1.43M | Sell |
41,015
-743
| -2% | -$25.9K | 0.04% | 229 |
|
|
2014
Q4 | $1.45M | Sell |
41,758
-100
| -0.2% | -$3.48K | 0.04% | 207 |
|
|
2014
Q3 | $1.24M | Buy |
41,858
+265
| +0.6% | +$7.86K | 0.04% | 230 |
|
|
2014
Q2 | $1.3M | Buy |
41,593
+198
| +0.5% | +$6.17K | 0.04% | 221 |
|
|
2014
Q1 | $1.21M | Sell |
41,395
-2,567
| -6% | -$75.2K | 0.04% | 225 |
|
|
2013
Q4 | $1.18M | Sell |
43,962
-1,147
| -3% | -$30.7K | 0.04% | 234 |
|
|
2013
Q3 | $1.19M | Sell |
45,109
-4,435
| -9% | -$117K | 0.04% | 213 |
|
|
2013
Q2 | $1.35M | Buy |
+49,544
| New | +$1.35M | 0.05% | 201 |
|