Wealthcare Capital Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-55
| Closed | -$3K | – | 185 |
|
|
2021
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 468 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$2K | – | 327 |
|
|
2019
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 419 |
|
|
2015
Q2 | – | Sell |
-525
| Closed | -$18K | – | 478 |
|
|
2015
Q1 | $18K | Buy |
+525
| New | +$18K | ﹤0.01% | 417 |
|