Security National Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-255
| Closed | -$12K | – | 398 |
|
|
2017
Q2 | $12K | Hold |
255
| – | – | ﹤0.01% | 355 |
|
|
2017
Q1 | $11K | Buy |
255
+183
| +254% | +$7.89K | ﹤0.01% | 355 |
|
|
2016
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 411 |
|
|
2016
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 431 |
|
|
2016
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 433 |
|
|
2015
Q4 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 434 |
|