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Concord Wealth Partners’s CMS Energy CMS Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-62
Closed -$3.29K – 855
2023
Q3 		$3.29K Hold
62
– – ﹤0.01% 787
2023
Q2 		$3.64K Hold
62
– – ﹤0.01% 768
2023
Q1 		$3.81K Hold
62
– – ﹤0.01% 715
2022
Q4 		$3.93K Buy
+62
New +$3.67K ﹤0.01% 816
2022
Q3 		– Sell
-139
Closed -$9K – 330
2022
Q2 		$9K Sell
139
-45
-24% -$3.11K ﹤0.01% 697
2022
Q1 		$13K Buy
184
+10
+6% +$649 ﹤0.01% 711
2021
Q4 		$11K Buy
174
+112
+181% +$6.88K ﹤0.01% 756
2021
Q3 		$4K Hold
62
– – ﹤0.01% 620
2021
Q2 		$4K Hold
62
– – ﹤0.01% 758
2021
Q1 		$4K Buy
+62
New +$3.56K ﹤0.01% 701

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