Zeke Capital Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,718
| Closed | -$799K | – | 290 |
|
|
2019
Q4 | $799K | Sell |
12,718
-28
| -0.2% | -$1.76K | 0.07% | 254 |
|
|
2019
Q3 | $815K | Buy |
12,746
+141
| +1% | +$9.02K | 0.07% | 243 |
|
|
2019
Q2 | $730K | Hold |
12,605
| – | – | 0.07% | 265 |
|
|
2019
Q1 | $700K | Sell |
12,605
-6,300
| -33% | -$350K | 0.07% | 278 |
|
|
2018
Q4 | $939K | Sell |
18,905
-764
| -4% | -$37.9K | 0.09% | 210 |
|
|
2018
Q3 | $964K | Hold |
19,669
| – | – | 0.08% | 255 |
|
|
2018
Q2 | $930K | Sell |
19,669
-1,309
| -6% | -$61.9K | 0.09% | 199 |
|
|
2018
Q1 | $950K | Buy |
+20,978
| New | +$950K | 0.09% | 206 |
|