Wealthspire Advisors (Maryland)’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,995
| Closed | -$111K | – | 769 |
|
|
2019
Q1 | $111K | Sell |
1,995
-506
| -20% | -$28.2K | 0.01% | 602 |
|
|
2018
Q4 | $124K | Sell |
2,501
-315
| -11% | -$15.6K | 0.01% | 539 |
|
|
2018
Q3 | $138K | Sell |
2,816
-312
| -10% | -$15.3K | 0.01% | 559 |
|
|
2018
Q2 | $148K | Buy |
3,128
+2,276
| +267% | +$108K | 0.01% | 557 |
|
|
2018
Q1 | $39K | Buy |
852
+14
| +2% | +$641 | ﹤0.01% | 1079 |
|
|
2017
Q4 | $40K | Buy |
838
+211
| +34% | +$10.1K | ﹤0.01% | 1094 |
|
|
2017
Q3 | $29K | Buy |
627
+108
| +21% | +$5K | ﹤0.01% | 1166 |
|
|
2017
Q2 | $24K | Buy |
519
+89
| +21% | +$4.12K | ﹤0.01% | 1193 |
|
|
2017
Q1 | $19K | Buy |
430
+249
| +138% | +$11K | ﹤0.01% | 1096 |
|
|
2016
Q4 | $8K | Buy |
181
+127
| +235% | +$5.61K | ﹤0.01% | 1286 |
|
|
2016
Q3 | $2K | Sell |
54
-1,666
| -97% | -$61.7K | ﹤0.01% | 1535 |
|
|
2016
Q2 | $79K | Sell |
1,720
-86
| -5% | -$3.95K | 0.01% | 595 |
|
|
2016
Q1 | $77K | Sell |
1,806
-403
| -18% | -$17.2K | 0.01% | 591 |
|
|
2015
Q4 | $80K | Buy |
+2,209
| New | +$80K | 0.01% | 585 |
|