Optimum Investment Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-283
| Closed | -$17K | – | 871 |
|
|
2020
Q3 | $17K | Hold |
283
| – | – | 0.01% | 630 |
|
|
2020
Q2 | $17K | Buy |
283
+190
| +204% | +$11.4K | 0.01% | 625 |
|
|
2020
Q1 | $5K | Sell |
93
-190
| -67% | -$10.2K | ﹤0.01% | 747 |
|
|
2019
Q4 | $18K | Hold |
283
| – | – | 0.01% | 686 |
|
|
2019
Q3 | $18K | Hold |
283
| – | – | 0.01% | 694 |
|
|
2019
Q2 | $16K | Hold |
283
| – | – | 0.01% | 709 |
|
|
2019
Q1 | $16K | Hold |
283
| – | – | 0.01% | 725 |
|
|
2018
Q4 | $14K | Hold |
283
| – | – | ﹤0.01% | 706 |
|
|
2018
Q3 | $14K | Hold |
283
| – | – | ﹤0.01% | 787 |
|
|
2018
Q2 | $13K | Hold |
283
| – | – | ﹤0.01% | 808 |
|
|
2018
Q1 | $13K | Buy |
+283
| New | +$13K | ﹤0.01% | 781 |
|