Winifred I. Li’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 534 |
|
|
2014
Q2 | – | Sell |
-34
| Closed | -$1K | – | 381 |
|
|
2014
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 387 |
|
|
2013
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 378 |
|
|
2013
Q3 | $1K | Sell |
34
-34
| -50% | -$1K | ﹤0.01% | 364 |
|
|
2013
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 364 |
|