Valeo Financial Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-203
| Closed | -$12K | – | 1631 |
|
|
2020
Q2 | $12K | Buy |
203
+179
| +746% | +$10.6K | ﹤0.01% | 1154 |
|
|
2020
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1585 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1559 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1427 |
|
|
2018
Q4 | $1K | Sell |
15
-31
| -67% | -$2.07K | ﹤0.01% | 1358 |
|
|
2018
Q3 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1432 |
|