Cetera Advisor Networks’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.13M | Buy |
18,662
+9,961
| +114% | +$601K | 0.01% | 1379 |
|
|
2023
Q4 | $505K | Buy |
8,701
+262
| +3% | +$15.2K | ﹤0.01% | 1868 |
|
|
2023
Q3 | $448K | Buy |
8,439
+1,324
| +19% | +$70.3K | ﹤0.01% | 1848 |
|
|
2023
Q2 | $418K | Sell |
7,115
-326
| -4% | -$19.2K | ﹤0.01% | 1850 |
|
|
2023
Q1 | $457K | Sell |
7,441
-734
| -9% | -$45.1K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $518K | Buy |
8,175
+3,608
| +79% | +$228K | ﹤0.01% | 1621 |
|
|
2022
Q3 | $266K | Sell |
4,567
-963
| -17% | -$56.1K | ﹤0.01% | 1676 |
|
|
2022
Q2 | $373K | Buy |
5,530
+1,351
| +32% | +$91.1K | ﹤0.01% | 1481 |
|
|
2022
Q1 | $292K | Buy |
4,179
+555
| +15% | +$38.8K | ﹤0.01% | 1648 |
|
|
2021
Q4 | $236K | Sell |
3,624
-388
| -10% | -$25.3K | ﹤0.01% | 1766 |
|
|
2021
Q3 | $240K | Buy |
4,012
+60
| +2% | +$3.59K | ﹤0.01% | 1682 |
|
|
2021
Q2 | $233K | Buy |
3,952
+407
| +11% | +$24K | ﹤0.01% | 1673 |
|
|
2021
Q1 | $217K | Buy |
3,545
+196
| +6% | +$12K | ﹤0.01% | 1326 |
|
|
2020
Q4 | $204K | Sell |
3,349
-210
| -6% | -$12.8K | ﹤0.01% | 1247 |
|
|
2020
Q3 | $219K | Hold |
3,559
| – | – | 0.01% | 1096 |
|
|
2020
Q2 | $208K | Hold |
3,559
| – | – | 0.01% | 1103 |
|
|
2020
Q1 | $209K | Buy |
+3,559
| New | +$209K | 0.01% | 966 |
|