OWD
Osborn Williams & Donohoe’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.01M | Sell |
17,225
-100
| -0.6% | -$5.88K | 0.13% | 137 |
|
|
2019
Q4 | $1.09M | Hold |
17,325
| – | – | 0.11% | 161 |
|
|
2019
Q3 | $1.11M | Hold |
17,325
| – | – | 0.11% | 160 |
|
|
2019
Q2 | $1M | Hold |
17,325
| – | – | 0.1% | 169 |
|
|
2019
Q1 | $952K | Buy |
+17,325
| New | +$952K | 0.1% | 184 |
|