Integrated Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-47
| Closed | -$2K | – | 1301 |
|
|
2016
Q1 | $2K | Sell |
47
-412
| -90% | -$17.5K | ﹤0.01% | 976 |
|
|
2015
Q4 | $17K | Buy |
459
+237
| +107% | +$8.78K | 0.01% | 619 |
|
|
2015
Q3 | $8K | Hold |
222
| – | – | ﹤0.01% | 809 |
|
|
2015
Q2 | $7K | Sell |
222
-78
| -26% | -$2.46K | ﹤0.01% | 866 |
|
|
2015
Q1 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 760 |
|