RFG Advisory’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,625
| Closed | -$301K | – | 515 |
|
|
2021
Q4 | $301K | Sell |
4,625
-957
| -17% | -$62.3K | 0.02% | 392 |
|
|
2021
Q3 | $333K | Sell |
5,582
-5
| -0.1% | -$298 | 0.03% | 333 |
|
|
2021
Q2 | $330K | Buy |
5,587
+998
| +22% | +$58.9K | 0.03% | 335 |
|
|
2021
Q1 | $281K | Buy |
4,589
+383
| +9% | +$23.5K | 0.03% | 350 |
|
|
2020
Q4 | $243K | Buy |
+4,206
| New | +$243K | 0.03% | 382 |
|