CWP
Concord Wealth Partners’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | 716 |
|
|
2022
Q4 | $3.93K | Buy |
+62
| New | +$3.93K | ﹤0.01% | 816 |
|
|
2022
Q3 | – | Sell |
-139
| Closed | -$9K | – | 330 |
|
|
2022
Q2 | $9K | Sell |
139
-45
| -24% | -$2.91K | ﹤0.01% | 697 |
|
|
2022
Q1 | $13K | Buy |
184
+10
| +6% | +$707 | ﹤0.01% | 711 |
|
|
2021
Q4 | $11K | Buy |
174
+112
| +181% | +$7.08K | ﹤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 | +$4K | ﹤0.01% | 701 |
|