KA
Kaizen Advisory’s CMS Energy CMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $36K | Buy |
734
+144
| +24% | +$7.06K | 0.03% | 384 |
|
2018
Q3 | $29K | Hold |
590
| – | – | 0.02% | 452 |
|
2018
Q2 | $28K | Buy |
590
+322
| +120% | +$15.3K | 0.01% | 459 |
|
2018
Q1 | $12K | Hold |
268
| – | – | 0.01% | 441 |
|
2017
Q4 | $13K | Buy |
+268
| New | +$13K | 0.01% | 414 |
|