IWA
IBEX Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,661
| Closed | -$154K | – | 127 |
|
|
2019
Q2 | $154K | Buy |
+2,661
| New | +$154K | 0.04% | 144 |
|
|
2018
Q1 | – | Sell |
-15,404
| Closed | -$713K | – | 96 |
|
|
2017
Q4 | $713K | Buy |
15,404
+1,271
| +9% | +$58.8K | 0.32% | 63 |
|
|
2017
Q3 | $657K | Buy |
14,133
+1,957
| +16% | +$91K | 0.24% | 89 |
|
|
2017
Q2 | $555K | Buy |
12,176
+2,619
| +27% | +$119K | 0.22% | 92 |
|
|
2017
Q1 | $433K | Buy |
9,557
+1
| +0% | +$45 | 0.27% | 67 |
|
|
2016
Q4 | $405K | Buy |
9,556
+1,123
| +13% | +$47.6K | 0.19% | 93 |
|
|
2016
Q3 | $355K | Buy |
+8,433
| New | +$355K | 0.19% | 94 |
|