Monument Capital Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33,431
| Closed | -$1.96M | – | 80 |
|
|
2020
Q1 | $1.96M | Sell |
33,431
-1,548
| -4% | -$90.9K | 1.41% | 36 |
|
|
2019
Q4 | $2.2M | Buy |
34,979
+465
| +1% | +$29.2K | 1.12% | 44 |
|
|
2019
Q3 | $2.21M | Sell |
34,514
-54
| -0.2% | -$3.45K | 1.2% | 41 |
|
|
2019
Q2 | $1.99M | Sell |
34,568
-1,047
| -3% | -$60.4K | 1.07% | 46 |
|
|
2019
Q1 | $1.98M | Sell |
35,615
-246
| -0.7% | -$13.7K | 1.13% | 47 |
|
|
2018
Q4 | $1.78M | Buy |
+35,861
| New | +$1.78M | 1.11% | 47 |
|