Homrich & Berg’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $875K | Sell |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $906K | Buy |
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|
2020
Q4 | $901K | Sell |
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|
2020
Q3 | $925K | Buy |
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|
2020
Q2 | $879K | Buy |
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|
2020
Q1 | $860K | Sell |
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|
2019
Q4 | $921K | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $987K | Hold |
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|
2018
Q3 | $974K | Hold |
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|
2018
Q2 | $940K | Hold |
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|
2018
Q1 | $900K | Sell |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $997K | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.2M | Sell |
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|
2015
Q3 | $1.55M | Sell |
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|
2015
Q2 | $1.45M | Sell |
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|
2015
Q1 | $1.82M | Sell |
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|
2014
Q4 | $1.86M | Sell |
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|
2014
Q3 | $1.59M | Buy |
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|
2014
Q2 | $1.67M | Hold |
|
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|
2014
Q1 | $1.57M | Sell |
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|
2013
Q4 | $1.47M | Sell |
|
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|
2013
Q3 | $1.49M | Buy |
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|
2013
Q2 | $1.53M | Buy |
|