Realta 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
Q1
Sell
-262
Closed -$16K 492
2019
Q4
$16K Sell
262
-480
-65% -$29.3K ﹤0.01% 988
2019
Q3
$47K Sell
742
-273
-27% -$17.3K 0.01% 692
2019
Q2
$59K Buy
1,015
+347
+52% +$20.2K 0.02% 631
2019
Q1
$37K Buy
+668
New +$37K 0.02% 620