Oxbow Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,687
| Closed | -$210K | – | 241 |
|
|
2017
Q1 | $210K | Buy |
+4,687
| New | +$210K | 0.03% | 221 |
|
|
2016
Q3 | – | Sell |
-4,687
| Closed | -$215K | – | 252 |
|
|
2016
Q2 | $215K | Sell |
4,687
-520
| -10% | -$23.9K | 0.03% | 230 |
|
|
2016
Q1 | $221K | Buy |
+5,207
| New | +$221K | 0.03% | 227 |
|