Piedmont 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
Q2 | – | Sell |
-5,416
| Closed | -$318K | – | 135 |
|
|
2020
Q1 | $318K | Buy |
5,416
+105
| +2% | +$6.17K | 0.01% | 589 |
|
|
2019
Q4 | $334K | Buy |
5,311
+869
| +20% | +$54.7K | 0.01% | 701 |
|
|
2019
Q3 | $284K | Buy |
4,442
+237
| +6% | +$15.2K | 0.01% | 757 |
|
|
2019
Q2 | $244K | Sell |
4,205
-419
| -9% | -$24.3K | 0.01% | 841 |
|
|
2019
Q1 | $257K | Buy |
4,624
+411
| +10% | +$22.8K | 0.01% | 910 |
|
|
2018
Q4 | $209K | Buy |
+4,213
| New | +$209K | 0.01% | 919 |
|
|
2018
Q3 | – | Sell |
-3,309
| Closed | -$156K | – | 1289 |
|
|
2018
Q2 | $156K | Buy |
+3,309
| New | +$156K | 0.01% | 946 |
|
|
2017
Q1 | – | Sell |
-798
| Closed | -$33.2K | – | 454 |
|
|
2016
Q4 | $33.2K | Buy |
798
+785
| +6,038% | +$32.7K | ﹤0.01% | 498 |
|
|
2016
Q3 | $546 | Hold |
13
| – | – | ﹤0.01% | 475 |
|
|
2016
Q2 | $596 | Buy |
+13
| New | +$596 | ﹤0.01% | 414 |
|