MGIA
Moneta Group Investment Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-190
| Closed | -$11K | – | 277 |
|
|
2019
Q2 | $11K | Sell |
190
-8
| -4% | -$463 | ﹤0.01% | 248 |
|
|
2019
Q1 | $11K | Buy |
+198
| New | +$11K | ﹤0.01% | 255 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 618 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 405 |
|