JOYN Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-523
| Closed | -$26K | – | 363 |
|
|
2018
Q4 | $26K | Sell |
523
-3
| -0.6% | -$149 | 0.01% | 558 |
|
|
2018
Q3 | $26K | Buy |
526
+91
| +21% | +$4.5K | ﹤0.01% | 588 |
|
|
2018
Q2 | $21K | Buy |
435
+422
| +3,246% | +$20.4K | ﹤0.01% | 658 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1159 |
|