Icon Wealth Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-99
| Closed | -$5K | – | 282 |
|
|
2019
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 749 |
|
|
2018
Q3 | – | Sell |
-38
| Closed | -$2K | – | 361 |
|
|
2018
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 797 |
|
|
2018
Q1 | – | Sell |
-38
| Closed | -$2K | – | 351 |
|
|
2017
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 825 |
|