Kings Point Capital Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-202
| Closed | -$12K | – | 525 |
|
|
2020
Q4 | $12K | Buy |
202
+26
| +15% | +$1.55K | ﹤0.01% | 480 |
|
|
2020
Q3 | $11K | Hold |
176
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $10K | Hold |
176
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $10K | Hold |
176
| – | – | ﹤0.01% | 433 |
|
|
2019
Q4 | $11K | Hold |
176
| – | – | ﹤0.01% | 463 |
|
|
2019
Q3 | $11K | Hold |
176
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $10K | Buy |
+176
| New | +$10K | ﹤0.01% | 424 |
|