Kelly Financial Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33
| Closed | -$2.15K | – | 682 |
|
|
2021
Q4 | $2.15K | Hold |
33
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $1.97K | Sell |
33
-1,917
| -98% | -$114K | ﹤0.01% | 512 |
|
|
2021
Q2 | $33K | Buy |
1,950
+1,917
| +5,809% | +$32.4K | ﹤0.01% | 501 |
|
|
2021
Q1 | $2.02K | Hold |
33
| – | – | ﹤0.01% | 499 |
|
|
2020
Q4 | $2.01K | Hold |
33
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $2.03K | Hold |
33
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $1.93K | Hold |
33
| – | – | ﹤0.01% | 434 |
|
|
2020
Q1 | $1.94K | Hold |
33
| – | – | ﹤0.01% | 392 |
|
|
2019
Q4 | $2.07K | Hold |
33
| – | – | ﹤0.01% | 412 |
|
|
2019
Q3 | $2.11K | Hold |
33
| – | – | ﹤0.01% | 393 |
|
|
2019
Q2 | $1.91K | Hold |
33
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $1.83K | Buy |
+33
| New | +$1.83K | ﹤0.01% | 382 |
|