Omnia Family Wealth’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-108
| Closed | -$6K | – | 189 |
|
|
2019
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 296 |
|
|
2018
Q4 | $5K | Hold |
108
| – | – | ﹤0.01% | 286 |
|
|
2018
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 306 |
|
|
2018
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 308 |
|
|
2018
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 308 |
|
|
2017
Q4 | $5K | Hold |
108
| – | – | ﹤0.01% | 329 |
|
|
2017
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 335 |
|
|
2017
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 386 |
|
|
2017
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 371 |
|
|
2016
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 423 |
|