Advisor Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $948K | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $833K | Sell |
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|
2021
Q3 | $805K | Buy |
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|
2021
Q2 | $772K | Sell |
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|
2021
Q1 | $837K | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $888K | Buy |
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|
2019
Q4 | $883K | Buy |
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|
2019
Q3 | $822K | Buy |
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|
2019
Q2 | $694K | Buy |
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|
2019
Q1 | $558K | Sell |
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|
2018
Q4 | $511K | Buy |
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|
2018
Q3 | $500K | Sell |
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $458K | Buy |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $337K | Buy |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $234K | Buy |
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|
2016
Q2 | $235K | Buy |
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|
2016
Q1 | $209K | Buy |
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