Carolina Wealth Advisors’s CMS Energy CMS Stock Holding History

Carolina Wealth Advisors’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell
2021 Q2	$11K	Sell
2021 Q1	$28K	Sell
2020 Q4	$1.94M	Sell
2020 Q3	$2.15M	Sell
2020 Q2	$2.06M	Buy
2020 Q1	$2.05M	Sell
2019 Q4	$2.92M	Buy