BBWP
Beacon Bridge Wealth Partners’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,688
| Closed | -$214K | – | 95 |
|
|
2023
Q4 | $214K | Sell |
3,688
-414
| -10% | -$24K | 0.11% | 102 |
|
|
2023
Q3 | $218K | Sell |
4,102
-253
| -6% | -$13.4K | 0.12% | 91 |
|
|
2023
Q2 | $256K | Buy |
4,355
+323
| +8% | +$19K | 0.13% | 79 |
|
|
2023
Q1 | $247K | Sell |
4,032
-29
| -0.7% | -$1.78K | 0.15% | 82 |
|
|
2022
Q4 | $257K | Buy |
+4,061
| New | +$257K | 0.19% | 75 |
|