Lloyd Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,995
| Closed | -$905K | – | 110 |
|
|
2024
Q1 | $905K | Buy |
+14,995
| New | +$905K | 0.19% | 95 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$21K | – | 156 |
|
|
2022
Q1 | $21K | Buy |
300
+29
| +11% | +$2.03K | 0.01% | 343 |
|
|
2021
Q4 | $18K | Buy |
271
+24
| +10% | +$1.59K | 0.01% | 299 |
|
|
2021
Q3 | $15K | Buy |
247
+138
| +127% | +$8.38K | 0.01% | 277 |
|
|
2021
Q2 | $6K | Buy |
109
+55
| +102% | +$3.03K | ﹤0.01% | 309 |
|
|
2021
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 318 |
|
|
2020
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 292 |
|