Moloney Securities Asset Management’s CMS Energy CMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-6,215
Closed -$363K 330
2020
Q2
$363K Buy
6,215
+1,350
+28% +$78.9K 0.11% 193
2020
Q1
$286K Sell
4,865
-445
-8% -$26.2K 0.1% 199
2019
Q4
$334K Sell
5,310
-235
-4% -$14.8K 0.1% 232
2019
Q3
$355K Buy
+5,545
New +$355K 0.12% 206