Reilly Financial 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
Q4 | – | Sell |
-500
| Closed | -$31K | – | 891 |
|
|
2020
Q3 | $31K | Hold |
500
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 390 |
|
|
2020
Q1 | $29K | Hold |
500
| – | – | ﹤0.01% | 378 |
|
|
2019
Q4 | $31K | Hold |
500
| – | – | ﹤0.01% | 414 |
|
|
2019
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 416 |
|
|
2019
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 455 |
|
|
2019
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 445 |
|
|
2014
Q4 | – | Sell |
-170
| Closed | -$5K | – | 825 |
|
|
2014
Q3 | $5K | Hold |
170
| – | – | ﹤0.01% | 629 |
|
|
2014
Q2 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 670 |
|
|
2013
Q3 | – | Sell |
-70
| Closed | -$2K | – | 750 |
|
|
2013
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 747 |
|