LFA
Legacy Financial Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-377
| Closed | -$21K | – | 275 |
|
|
2019
Q1 | $21K | Buy |
377
+17
| +5% | +$947 | 0.01% | 441 |
|
|
2018
Q4 | $18K | Buy |
360
+107
| +42% | +$5.35K | 0.01% | 433 |
|
|
2018
Q3 | $12K | Buy |
253
+18
| +8% | +$854 | ﹤0.01% | 466 |
|
|
2018
Q2 | $11K | Buy |
235
+186
| +380% | +$8.71K | ﹤0.01% | 493 |
|
|
2018
Q1 | $2K | Sell |
49
-103
| -68% | -$4.2K | ﹤0.01% | 748 |
|
|
2017
Q4 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 563 |
|