Hudson Valley Investment Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,184
| Closed | -$455K | – | 215 |
|
|
2022
Q4 | $455K | Hold |
7,184
| – | – | 0.07% | 148 |
|
|
2022
Q3 | $418K | Sell |
7,184
-314
| -4% | -$18.3K | 0.07% | 155 |
|
|
2022
Q2 | $506K | Buy |
7,498
+485
| +7% | +$32.7K | 0.08% | 139 |
|
|
2022
Q1 | $490K | Sell |
7,013
-1,913
| -21% | -$134K | 0.07% | 144 |
|
|
2021
Q4 | $581K | Buy |
8,926
+1,861
| +26% | +$121K | 0.09% | 120 |
|
|
2021
Q3 | $422K | Buy |
+7,065
| New | +$422K | 0.07% | 131 |
|