OAM
Optimal Asset Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.34M | Buy |
22,420
+46
| +0.2% | +$2.75K | 0.17% | 197 |
|
|
2021
Q2 | $1.32M | Hold |
22,374
| – | – | 0.16% | 207 |
|
|
2021
Q1 | $1.37M | Buy |
22,374
+2,900
| +15% | +$178K | 0.18% | 196 |
|
|
2020
Q4 | $1.19M | Buy |
19,474
+2
| +0% | +$122 | 0.17% | 207 |
|
|
2020
Q3 | $1.2M | Buy |
19,472
+6,521
| +50% | +$401K | 0.17% | 194 |
|
|
2020
Q2 | $757K | Buy |
12,951
+139
| +1% | +$8.13K | 0.12% | 258 |
|
|
2020
Q1 | $753 | Buy |
+12,812
| New | +$753 | 0.07% | 317 |
|