Confluence Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $461K | Sell |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $416K | Buy |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $272K | Hold |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $270K | Sell |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $247K | Sell |
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|
2016
Q3 | $274K | Buy |
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|
2016
Q2 | $251K | Buy |
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|
2016
Q1 | $214K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $388K | Buy |
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