Lenox Wealth Advisors’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 | $29K | Sell |
402
-26
| -6% | -$1.88K | ﹤0.01% | 327 |
|
|
2021
Q4 | $28K | Buy |
428
+26
| +6% | +$1.7K | ﹤0.01% | 342 |
|
|
2021
Q3 | $24K | Hold |
402
| – | – | ﹤0.01% | 332 |
|
|
2021
Q2 | $24K | Hold |
402
| – | – | ﹤0.01% | 326 |
|
|
2021
Q1 | $25K | Hold |
402
| – | – | ﹤0.01% | 275 |
|
|
2020
Q4 | $25K | Hold |
402
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $25K | Hold |
402
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $23K | Hold |
402
| – | – | ﹤0.01% | 265 |
|
|
2020
Q1 | $24K | Sell |
402
-7
| -2% | -$418 | ﹤0.01% | 231 |
|
|
2019
Q4 | $26K | Buy |
409
+7
| +2% | +$445 | ﹤0.01% | 292 |
|
|
2019
Q3 | $26K | Buy |
+402
| New | +$26K | ﹤0.01% | 245 |
|