Squar Milner Financial Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30
| Closed | -$1K | – | 306 |
|
|
2020
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 702 |
|
|
2019
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 781 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$2K | – | 312 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 714 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 739 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 822 |
|