Zhang Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,324
| Closed | -$1.37M | – | 236 |
|
|
2023
Q2 | $1.37M | Hold |
23,324
| – | – | 0.14% | 88 |
|
|
2023
Q1 | $1.43M | Hold |
23,324
| – | – | 0.16% | 77 |
|
|
2022
Q4 | $1.48M | Sell |
23,324
-53
| -0.2% | -$3.36K | 0.19% | 67 |
|
|
2022
Q3 | $1.36M | Buy |
23,377
+1,353
| +6% | +$78.8K | 0.21% | 60 |
|
|
2022
Q2 | $1.49M | Buy |
+22,024
| New | +$1.49M | 0.24% | 56 |
|