Patriot Financial Group Insurance Agency’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-949
| Closed | -$64K | – | 683 |
|
|
2022
Q2 | $64K | Sell |
949
-345
| -27% | -$23.3K | 0.01% | 657 |
|
|
2022
Q1 | $91K | Buy |
1,294
+345
| +36% | +$24.3K | 0.02% | 610 |
|
|
2021
Q4 | $62K | Hold |
949
| – | – | 0.01% | 791 |
|
|
2021
Q3 | $57K | Buy |
+949
| New | +$57K | 0.01% | 828 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$11K | – | 1984 |
|
|
2020
Q4 | $11K | Hold |
180
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q3 | $11K | Buy |
180
+65
| +57% | +$3.97K | ﹤0.01% | 990 |
|
|
2020
Q2 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 1069 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1321 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1199 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1261 |
|