RegentAtlantic Capital’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 | $775K | Sell |
13,307
-4,633
| -26% | -$270K | 0.02% | 357 |
|
|
2022
Q2 | $1.21M | Buy |
17,940
+6
| +0% | +$405 | 0.04% | 278 |
|
|
2022
Q1 | $1.25M | Sell |
17,934
-1,719
| -9% | -$120K | 0.04% | 282 |
|
|
2021
Q4 | $1.28M | Buy |
19,653
+2,825
| +17% | +$184K | 0.04% | 283 |
|
|
2021
Q3 | $1.01M | Buy |
16,828
+7,862
| +88% | +$470K | 0.03% | 301 |
|
|
2021
Q2 | $530K | Buy |
8,966
+3,629
| +68% | +$215K | 0.02% | 413 |
|
|
2021
Q1 | $327K | Buy |
+5,337
| New | +$327K | 0.01% | 455 |
|
|
2015
Q1 | – | Sell |
-734
| Closed | -$25.5K | – | 460 |
|
|
2014
Q4 | $25.5K | Buy |
+734
| New | +$25.5K | ﹤0.01% | 712 |
|