PFS Investments’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,886
| Closed | -$1.07M | – | 397 |
|
|
2021
Q3 | $1.07M | Buy |
17,886
+890
| +5% | +$53K | 0.02% | 315 |
|
|
2021
Q2 | $1.03M | Buy |
16,996
+1,265
| +8% | +$76.3K | 0.02% | 302 |
|
|
2021
Q1 | $963K | Buy |
15,731
+2,769
| +21% | +$170K | 0.02% | 273 |
|
|
2020
Q4 | $741K | Buy |
12,962
+3,185
| +33% | +$182K | 0.02% | 266 |
|
|
2020
Q3 | $600K | Buy |
9,777
+2,465
| +34% | +$151K | 0.02% | 256 |
|
|
2020
Q2 | $427K | Buy |
7,312
+2,788
| +62% | +$163K | 0.02% | 245 |
|
|
2020
Q1 | $266K | Buy |
+4,524
| New | +$266K | 0.01% | 246 |
|