AA
Addison Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$507 | – | 659 |
|
|
2022
Q4 | $507 | Hold |
8
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $0 | Sell |
8
-240
| -97% | – | ﹤0.01% | 689 |
|
|
2022
Q2 | $17K | Hold |
248
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $17K | Hold |
248
| – | – | 0.01% | 411 |
|
|
2021
Q4 | $16K | Buy |
248
+8
| +3% | +$516 | 0.01% | 360 |
|
|
2021
Q3 | $14K | Hold |
240
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $14K | Buy |
+240
| New | +$14K | 0.01% | 280 |
|