SeaCrest Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,037
| Closed | -$70K | – | 790 |
|
|
2022
Q2 | $70K | Buy |
+1,037
| New | +$70K | 0.01% | 991 |
|
|
2019
Q2 | – | Sell |
-366
| Closed | -$20K | – | 756 |
|
|
2019
Q1 | $20K | Hold |
366
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q4 | $18K | Buy |
366
+23
| +7% | +$1.13K | ﹤0.01% | 1271 |
|
|
2018
Q3 | $17K | Buy |
343
+69
| +25% | +$3.42K | ﹤0.01% | 1441 |
|
|
2018
Q2 | $13K | Buy |
274
+96
| +54% | +$4.56K | ﹤0.01% | 1504 |
|
|
2018
Q1 | $8K | Hold |
178
| – | – | ﹤0.01% | 1652 |
|
|
2017
Q4 | $8K | Buy |
+178
| New | +$8K | ﹤0.01% | 1667 |
|