Neo Ivy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,920
| Closed | -$204K | – | 434 |
|
|
2022
Q1 | $204K | Buy |
+2,920
| New | +$204K | 0.18% | 195 |
|
|
2021
Q3 | – | Sell |
-1,450
| Closed | -$86K | – | 489 |
|
|
2021
Q2 | $86K | Buy |
+1,450
| New | +$86K | 0.09% | 264 |
|
|
2020
Q4 | – | Sell |
-10,786
| Closed | -$662K | – | 438 |
|
|
2020
Q3 | $662K | Buy |
+10,786
| New | +$662K | 0.67% | 22 |
|
|
2019
Q4 | – | Sell |
-1,525
| Closed | -$96K | – | 282 |
|
|
2019
Q3 | $96K | Buy |
+1,525
| New | +$96K | 0.06% | 229 |
|
|
2019
Q1 | – | Sell |
-11,343
| Closed | -$563K | – | 300 |
|
|
2018
Q4 | $563K | Buy |
+11,343
| New | +$563K | 0.44% | 92 |
|