Leelyn Smith’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-120
| Closed | -$7K | – | 465 |
|
|
2022
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 300 |
|
|
2021
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 298 |
|
|
2021
Q1 | $7K | Sell |
120
-445
| -79% | -$26K | ﹤0.01% | 313 |
|
|
2020
Q4 | $34K | Hold |
565
| – | – | 0.01% | 207 |
|
|
2020
Q3 | $35K | Hold |
565
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $33K | Hold |
565
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $33K | Buy |
+565
| New | +$33K | 0.02% | 184 |
|