Ladenburg Thalmann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.18M | Buy |
19,579
+104
| +0.5% | +$6.25K | 0.01% | 1168 |
|
|
2019
Q3 | $1.25M | Sell |
19,475
-1,776
| -8% | -$114K | 0.01% | 1080 |
|
|
2019
Q2 | $1.23M | Sell |
21,251
-2,011
| -9% | -$116K | 0.01% | 1077 |
|
|
2019
Q1 | $1.29M | Buy |
23,262
+746
| +3% | +$41.4K | 0.01% | 1017 |
|
|
2018
Q4 | $1.12M | Buy |
22,516
+3,884
| +21% | +$192K | 0.01% | 975 |
|
|
2018
Q3 | $912K | Sell |
18,632
-7,063
| -27% | -$346K | 0.01% | 1175 |
|
|
2018
Q2 | $1.16M | Hold |
25,695
| – | – | 0.01% | 979 |
|
|
2018
Q1 | $1.16M | Buy |
25,695
+3,226
| +14% | +$146K | 0.01% | 979 |
|
|
2017
Q4 | $1.06M | Buy |
22,469
+385
| +2% | +$18.2K | 0.01% | 1033 |
|
|
2017
Q3 | $1.02M | Buy |
22,084
+194
| +0.9% | +$8.98K | 0.01% | 985 |
|
|
2017
Q2 | $1.02M | Sell |
21,890
-264
| -1% | -$12.2K | 0.01% | 931 |
|
|
2017
Q1 | $986K | Sell |
22,154
-2,835
| -11% | -$126K | 0.01% | 907 |
|
|
2016
Q4 | $1.04M | Buy |
24,989
+751
| +3% | +$31.1K | 0.01% | 835 |
|
|
2016
Q3 | $1.02M | Sell |
24,238
-5,996
| -20% | -$252K | 0.02% | 788 |
|
|
2016
Q2 | $1.38M | Sell |
30,234
-3,517
| -10% | -$160K | 0.02% | 615 |
|
|
2016
Q1 | $1.43M | Sell |
33,751
-1,365
| -4% | -$57.6K | 0.03% | 549 |
|
|
2015
Q4 | $1.26M | Buy |
35,116
+1,251
| +4% | +$45K | 0.02% | 579 |
|
|
2015
Q3 | $1.19M | Buy |
33,865
+614
| +2% | +$21.6K | 0.02% | 566 |
|
|
2015
Q2 | $1.07M | Buy |
33,251
+16,532
| +99% | +$530K | 0.02% | 667 |
|
|
2015
Q1 | $584K | Buy |
16,719
+1,457
| +10% | +$50.9K | 0.01% | 953 |
|
|
2014
Q4 | $527K | Buy |
15,262
+10,895
| +249% | +$376K | 0.01% | 889 |
|
|
2014
Q3 | $131K | Sell |
4,367
-1,929
| -31% | -$57.9K | ﹤0.01% | 1456 |
|
|
2014
Q2 | $193K | Buy |
6,296
+660
| +12% | +$20.2K | 0.01% | 1214 |
|
|
2014
Q1 | $163K | Sell |
5,636
-110
| -2% | -$3.18K | ﹤0.01% | 1227 |
|
|
2013
Q4 | $153K | Buy |
5,746
+228
| +4% | +$6.07K | ﹤0.01% | 1214 |
|
|
2013
Q3 | $146K | Buy |
5,518
+2,175
| +65% | +$57.5K | ﹤0.01% | 1171 |
|
|
2013
Q2 | $92K | Buy |
+3,343
| New | +$92K | ﹤0.01% | 1358 |
|