APWA
Atlas Private Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-51
| Closed | -$3K | – | 256 |
|
|
2021
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $3K | Sell |
51
-15
| -23% | -$882 | ﹤0.01% | 622 |
|
|
2021
Q1 | $4K | Buy |
66
+15
| +29% | +$909 | ﹤0.01% | 639 |
|
|
2020
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 581 |
|
|
2020
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 553 |
|