Rehmann Capital Advisory Group’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $341K | Sell |
5,325
-274
| -5% | -$17.5K | 0.04% | 227 |
|
|
2019
Q2 | $324K | Sell |
5,599
-1,707
| -23% | -$98.9K | 0.04% | 337 |
|
|
2019
Q1 | $406K | Buy |
7,306
+2
| +0% | +$111 | 0.06% | 260 |
|
|
2018
Q4 | $363K | Sell |
7,304
-386
| -5% | -$19.2K | 0.05% | 173 |
|
|
2018
Q3 | $377K | Sell |
7,690
-284
| -4% | -$13.9K | 0.05% | 262 |
|
|
2018
Q2 | $377K | Sell |
7,974
-170
| -2% | -$8.04K | 0.05% | 252 |
|
|
2018
Q1 | $369K | Buy |
8,144
+60
| +0.7% | +$2.72K | 0.06% | 236 |
|
|
2017
Q4 | $382K | Buy |
8,084
+2,254
| +39% | +$107K | 0.06% | 236 |
|
|
2017
Q3 | $270K | Sell |
5,830
-123
| -2% | -$5.7K | 0.05% | 289 |
|
|
2017
Q2 | $275K | Buy |
5,953
+667
| +13% | +$30.8K | 0.05% | 276 |
|
|
2017
Q1 | $237K | Sell |
5,286
-1,883
| -26% | -$84.4K | 0.04% | 332 |
|
|
2016
Q4 | $298K | Sell |
7,169
-296
| -4% | -$12.3K | 0.05% | 272 |
|
|
2016
Q3 | $314K | Sell |
7,465
-294
| -4% | -$12.4K | 0.06% | 251 |
|
|
2016
Q2 | $356K | Sell |
7,759
-172
| -2% | -$7.89K | 0.07% | 224 |
|
|
2016
Q1 | $337K | Buy |
+7,931
| New | +$337K | 0.07% | 224 |
|