B. Riley Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $232K | Buy |
3,475
+2
| +0.1% | +$138 | 0.01% | 971 |
|
|
2024
Q3 | $246K | Sell |
3,473
-843
| -20% | -$55.3K | 0.01% | 1053 |
|
|
2024
Q2 | $257K | Sell |
4,316
-3,149
| -42% | -$191K | 0.01% | 1100 |
|
|
2024
Q1 | $396K | Buy |
7,465
+2,165
| +41% | +$125K | 0.01% | 910 |
|
|
2023
Q4 | $308K | Sell |
5,300
-2,165
| -29% | -$121K | 0.01% | 1043 |
|
|
2023
Q3 | $396K | Sell |
7,465
-8,463
| -53% | -$490K | 0.01% | 910 |
|
|
2023
Q2 | $936K | Buy |
15,928
+9,106
| +133% | +$549K | 0.02% | 592 |
|
|
2023
Q1 | $419K | Buy |
6,822
+1,735
| +34% | +$107K | 0.01% | 885 |
|
|
2022
Q4 | $322K | Buy |
5,087
+421
| +9% | +$24.9K | 0.01% | 1016 |
|
|
2022
Q3 | $272K | Buy |
4,666
+1,162
| +33% | +$78.2K | 0.01% | 1061 |
|
|
2022
Q2 | $237K | Buy |
3,504
+522
| +18% | +$36K | 0.01% | 971 |
|
|
2022
Q1 | $209K | Sell |
2,982
-5,519
| -65% | -$358K | 0.01% | 1195 |
|
|
2021
Q4 | $553K | Buy |
8,501
+264
| +3% | +$16.2K | 0.02% | 754 |
|
|
2021
Q3 | $492K | Sell |
8,237
-369
| -4% | -$23K | 0.02% | 789 |
|
|
2021
Q2 | $509K | Buy |
+8,606
| New | +$535K | 0.02% | 765 |
|
|
2021
Q1 | – | Sell |
-3,947
| Closed | -$241K | – | 1362 |
|
|
2020
Q4 | $241K | Sell |
3,947
-1,976
| -33% | -$124K | 0.01% | 863 |
|
|
2020
Q3 | $358K | Buy |
5,923
+1,715
| +41% | +$105K | 0.02% | 656 |
|
|
2020
Q2 | $246K | Sell |
4,208
-2,164
| -34% | -$125K | 0.02% | 693 |
|
|
2020
Q1 | $375K | Buy |
6,372
+1,202
| +23% | +$76.9K | 0.03% | 476 |
|
|
2019
Q4 | $326K | Buy |
5,170
+1,655
| +47% | +$103K | 0.03% | 564 |
|
|
2019
Q3 | $226K | Buy |
+3,515
| New | +$213K | 0.02% | 690 |
|
|
2015
Q1 | – | Sell |
-1,475
| Closed | -$51 | – | 818 |
|
|
2014
Q4 | $51 | Buy |
+1,475
| New | +$48.2K | ﹤0.01% | 2081 |
|
|
2014
Q3 | – | Sell |
-1,725
| Closed | -$53.7K | – | 861 |
|
|
2014
Q2 | $53.7K | Buy |
+1,725
| New | +$51.3K | 0.01% | 1002 |
|
|
2013
Q3 | – | Sell |
-2,870
| Closed | -$78K | – | 679 |
|
|
2013
Q2 | $78K | Buy |
+2,870
| New | +$80.5K | 0.03% | 609 |
|
Other funds holding CMS
