BerganKDV Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $47K | Sell |
800
-23
| -3% | -$1.35K | ﹤0.01% | 383 |
|
|
2023
Q1 | $50.5K | Hold |
823
| – | – | 0.01% | 392 |
|
|
2022
Q4 | $52.1K | Buy |
823
+775
| +1,615% | +$49.1K | 0.01% | 374 |
|
|
2022
Q3 | $3K | Sell |
48
-21
| -30% | -$1.31K | ﹤0.01% | 746 |
|
|
2022
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 692 |
|
|
2022
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 716 |
|
|
2021
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 770 |
|
|
2021
Q2 | $4K | Buy |
69
+1
| +1% | +$58 | ﹤0.01% | 719 |
|
|
2021
Q1 | $4K | Sell |
68
-12
| -15% | -$706 | ﹤0.01% | 683 |
|
|
2020
Q4 | $5K | Buy |
80
+22
| +38% | +$1.38K | ﹤0.01% | 651 |
|
|
2020
Q3 | $4K | Sell |
58
-78
| -57% | -$5.38K | ﹤0.01% | 594 |
|
|
2020
Q2 | $8K | Buy |
136
+20
| +17% | +$1.18K | ﹤0.01% | 563 |
|
|
2020
Q1 | $7K | Buy |
116
+12
| +12% | +$724 | ﹤0.01% | 528 |
|
|
2019
Q4 | $7K | Buy |
104
+81
| +352% | +$5.45K | ﹤0.01% | 557 |
|
|
2019
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 653 |
|
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 685 |
|
|
2018
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 647 |
|