WFG Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1618 |
|
|
2015
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1547 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$21K | – | 1792 |
|
|
2014
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 1193 |
|
|
2014
Q3 | $18K | Hold |
600
| – | – | ﹤0.01% | 1305 |
|
|
2014
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 1289 |
|
|
2014
Q1 | $18K | Hold |
600
| – | – | ﹤0.01% | 1278 |
|
|
2013
Q4 | $16K | Hold |
600
| – | – | ﹤0.01% | 1420 |
|
|
2013
Q3 | $16K | Sell |
600
-857
| -59% | -$22.9K | ﹤0.01% | 1348 |
|
|
2013
Q2 | $40K | Buy |
+1,457
| New | +$40K | 0.01% | 968 |
|