Wealthfront’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.01M | Sell |
41,095
-3,251
| -7% | -$159K | 0.02% | 125 |
|
|
2018
Q2 | $2.1M | Buy |
44,346
+5,951
| +15% | +$281K | 0.02% | 120 |
|
|
2018
Q1 | $1.74M | Buy |
38,395
+23,139
| +152% | +$1.05M | 0.02% | 152 |
|
|
2017
Q4 | $722K | Buy |
15,256
+4,424
| +41% | +$209K | 0.01% | 278 |
|
|
2017
Q3 | $502K | Buy |
10,832
+1,999
| +23% | +$92.6K | 0.01% | 328 |
|
|
2017
Q2 | $409K | Buy |
8,833
+1,446
| +20% | +$67K | 0.01% | 318 |
|
|
2017
Q1 | $330K | Buy |
7,387
+842
| +13% | +$37.6K | 0.01% | 317 |
|
|
2016
Q4 | $272K | Buy |
6,545
+467
| +8% | +$19.4K | 0.01% | 310 |
|
|
2016
Q3 | $255K | Buy |
6,078
+282
| +5% | +$11.8K | 0.01% | 312 |
|
|
2016
Q2 | $266K | Buy |
5,796
+118
| +2% | +$5.42K | 0.01% | 284 |
|
|
2016
Q1 | $241K | Buy |
+5,678
| New | +$241K | 0.01% | 281 |
|
|
2015
Q4 | – | Sell |
-4,037
| Closed | -$143K | – | 423 |
|
|
2015
Q3 | $143K | Buy |
4,037
+1,932
| +92% | +$68.4K | 0.01% | 346 |
|
|
2015
Q2 | $67K | Sell |
2,105
-93
| -4% | -$2.96K | ﹤0.01% | 470 |
|
|
2015
Q1 | $77K | Buy |
2,198
+869
| +65% | +$30.4K | ﹤0.01% | 430 |
|
|
2014
Q4 | $46K | Buy |
1,329
+174
| +15% | +$6.02K | ﹤0.01% | 491 |
|
|
2014
Q3 | $34K | Buy |
1,155
+159
| +16% | +$4.68K | ﹤0.01% | 468 |
|
|
2014
Q2 | $30K | Buy |
996
+261
| +36% | +$7.86K | ﹤0.01% | 448 |
|
|
2014
Q1 | $21K | Buy |
+735
| New | +$21K | ﹤0.01% | 421 |
|