Beacon Pointe Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,473
| Closed | -$213K | – | 1085 |
|
|
2023
Q1 | $213K | Buy |
3,473
+256
| +8% | +$15.7K | ﹤0.01% | 1046 |
|
|
2022
Q4 | $204K | Sell |
3,217
-841
| -21% | -$53.3K | ﹤0.01% | 993 |
|
|
2022
Q3 | $234K | Buy |
4,058
+357
| +10% | +$20.6K | 0.01% | 876 |
|
|
2022
Q2 | $251K | Sell |
3,701
-165
| -4% | -$11.2K | 0.01% | 890 |
|
|
2022
Q1 | $270K | Buy |
3,866
+714
| +23% | +$49.9K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $205K | Sell |
3,152
-2,296
| -42% | -$149K | 0.01% | 868 |
|
|
2021
Q3 | $325K | Buy |
5,448
+870
| +19% | +$51.9K | 0.01% | 677 |
|
|
2021
Q2 | $270K | Buy |
+4,578
| New | +$270K | 0.01% | 695 |
|