US Asset Management LLC’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 |
-2,681
| Closed | -$165K | – | 145 |
|
|
2023
Q1 | $165K | Hold |
2,681
| – | – | 0.17% | 130 |
|
|
2022
Q4 | $170K | Buy |
+2,681
| New | +$170K | 0.18% | 133 |
|
|
2022
Q2 | $181K | Hold |
2,681
| – | – | 0.2% | 125 |
|
|
2022
Q1 | $188K | Buy |
+2,681
| New | +$188K | 0.17% | 130 |
|
|
2021
Q4 | – | Sell |
-3,568
| Closed | -$213K | – | 151 |
|
|
2021
Q3 | $213K | Buy |
+3,568
| New | +$213K | 0.21% | 120 |
|