Newbridge Financial Services Group’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-114
| Closed | -$6.62K | – | 1197 |
|
|
2023
Q4 | $6.62K | Hold |
114
| – | – | ﹤0.01% | 818 |
|
|
2023
Q3 | $6.06K | Hold |
114
| – | – | ﹤0.01% | 913 |
|
|
2023
Q2 | $6.7K | Hold |
114
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 986 |
|
|
2022
Q4 | $7.22K | Hold |
114
| – | – | ﹤0.01% | 988 |
|
|
2022
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 966 |
|
|
2022
Q2 | $8K | Hold |
114
| – | – | 0.01% | 911 |
|
|
2022
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 986 |
|
|
2021
Q4 | $7K | Hold |
114
| – | – | ﹤0.01% | 986 |
|
|
2021
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 945 |
|
|
2021
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q1 | $7K | Hold |
114
| – | – | 0.01% | 974 |
|
|
2020
Q4 | $7K | Hold |
114
| – | – | 0.01% | 782 |
|
|
2020
Q3 | $7K | Buy |
+114
| New | +$7K | 0.01% | 746 |
|