Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,958
| Closed | -$200K | – | 485 |
|
|
2022
Q2 | $200K | Buy |
2,958
+1
| +0% | +$68 | 0.02% | 464 |
|
|
2022
Q1 | $207K | Buy |
+2,957
| New | +$207K | 0.02% | 500 |
|
|
2015
Q4 | – | Sell |
-3,012
| Closed | -$106K | – | 374 |
|
|
2015
Q3 | $106K | Hold |
3,012
| – | – | 0.03% | 334 |
|
|
2015
Q2 | $95K | Buy |
3,012
+2,206
| +274% | +$69.6K | 0.03% | 340 |
|
|
2015
Q1 | $28K | Buy |
806
+206
| +34% | +$7.16K | 0.01% | 510 |
|
|
2014
Q4 | $21K | Buy |
600
+100
| +20% | +$3.5K | 0.01% | 520 |
|
|
2014
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 609 |
|
|
2014
Q2 | $16K | Hold |
500
| – | – | 0.01% | 581 |
|
|
2014
Q1 | $15K | Buy |
+500
| New | +$15K | 0.01% | 568 |
|
|
2013
Q4 | – | Sell |
-500
| Closed | -$13K | – | 840 |
|
|
2013
Q3 | $13K | Hold |
500
| – | – | 0.01% | 551 |
|
|
2013
Q2 | $14K | Buy |
+500
| New | +$14K | 0.01% | 518 |
|