Adams Diversified Equity Fund’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15.4M | Hold |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $13.7M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $8.73M | Sell |
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|
2020
Q3 | $13.2M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $9.55M | Hold |
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|
2015
Q4 | $8.12M | Hold |
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|
2015
Q3 | $7.95M | Buy |
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