CWA
Carolina Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-180
| Closed | -$11K | – | 273 |
|
|
2021
Q2 | $11K | Sell |
180
-279
| -61% | -$17.1K | 0.01% | 186 |
|
|
2021
Q1 | $28K | Sell |
459
-31,384
| -99% | -$1.91M | 0.02% | 155 |
|
|
2020
Q4 | $1.94M | Sell |
31,843
-3,177
| -9% | -$194K | 1.56% | 26 |
|
|
2020
Q3 | $2.15M | Sell |
35,020
-198
| -0.6% | -$12.2K | 1.89% | 24 |
|
|
2020
Q2 | $2.06M | Buy |
35,218
+254
| +0.7% | +$14.8K | 1.99% | 23 |
|
|
2020
Q1 | $2.05M | Sell |
34,964
-11,512
| -25% | -$676K | 2.37% | 23 |
|
|
2019
Q4 | $2.92M | Buy |
+46,476
| New | +$2.92M | 2.77% | 15 |
|