Horan Securities’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$2.17K | – | 198 |
|
|
2023
Q2 | $2.17K | Sell |
37
-58
| -61% | -$3.41K | ﹤0.01% | 564 |
|
|
2023
Q1 | $5.83K | Hold |
95
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $6.02K | Buy |
95
+58
| +157% | +$3.67K | ﹤0.01% | 427 |
|
|
2022
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 446 |
|
|
2021
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 364 |
|