Schubert & Co’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32
| Closed | -$1.97K | – | 344 |
|
|
2023
Q1 | $1.97K | Buy |
32
+7
| +28% | +$430 | ﹤0.01% | 921 |
|
|
2022
Q4 | $1.58K | Sell |
25
-13
| -34% | -$823 | ﹤0.01% | 986 |
|
|
2022
Q3 | $2K | Buy |
38
+5
| +15% | +$263 | ﹤0.01% | 754 |
|
|
2022
Q2 | $2K | Buy |
33
+15
| +83% | +$909 | ﹤0.01% | 726 |
|
|
2022
Q1 | $1K | Buy |
18
+5
| +38% | +$278 | ﹤0.01% | 621 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 570 |
|