Sanford Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $439K | Buy |
6,933
+6
| +0.1% | +$380 | 0.1% | 88 |
|
|
2022
Q3 | $403K | Buy |
6,927
+5
| +0.1% | +$291 | 0.12% | 72 |
|
|
2022
Q2 | $467K | Buy |
6,922
+5
| +0.1% | +$337 | 0.13% | 69 |
|
|
2022
Q1 | $484K | Buy |
6,917
+6
| +0.1% | +$420 | 0.13% | 65 |
|
|
2021
Q4 | $450K | Buy |
6,911
+5
| +0.1% | +$326 | 0.1% | 69 |
|
|
2021
Q3 | $412K | Buy |
6,906
+6
| +0.1% | +$358 | 0.1% | 73 |
|
|
2021
Q2 | $408K | Buy |
6,900
+5
| +0.1% | +$296 | 0.11% | 75 |
|
|
2021
Q1 | $422K | Buy |
6,895
+6
| +0.1% | +$367 | 0.12% | 68 |
|
|
2020
Q4 | $420K | Buy |
+6,889
| New | +$420K | 0.13% | 62 |
|