Sierra Capital’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56
| Closed | -$4K | – | 261 |
|
|
2022
Q4 | $4K | Buy |
56
+21
| +60% | +$1.5K | ﹤0.01% | 419 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 499 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 656 |
|