San Francisco Sentry Investment Group’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $26K | Buy |
444
+390
| +722% | +$22.8K | 0.01% | 446 |
|
|
2021
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 632 |
|
|
2020
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 566 |
|
|
2020
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 557 |
|
|
2020
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 679 |
|
|
2019
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 669 |
|
|
2019
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 672 |
|
|
2019
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 696 |
|
|
2018
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 837 |
|
|
2017
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 804 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 800 |
|
|
2017
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 680 |
|