EWM
CMSD
Edge Wealth Management’s CMS Energy Corporation 5.875% Junior Subordinated Notes due 2079 CMSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,700
| Closed | -$195K | – | 674 |
|
|
2020
Q1 | $195K | Hold |
7,700
| – | – | 0.04% | 137 |
|
|
2019
Q4 | $211K | Hold |
7,700
| – | – | 0.04% | 144 |
|
|
2019
Q3 | $217K | Hold |
7,700
| – | – | 0.05% | 133 |
|
|
2019
Q2 | $203K | Hold |
7,700
| – | – | 0.05% | 141 |
|
|
2019
Q1 | $198K | Buy |
+7,700
| New | +$198K | 0.05% | 136 |
|