Endurance Wealth Management’s CMS Energy CMS Stock Holding History

Endurance Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$235K	Hold
2023 Q1	$246K	Hold
2022 Q4	$253K	Hold
2022 Q3	$233K	Hold
2022 Q2	$270K	Hold
2022 Q1	$280K	Hold
2021 Q4	$260K	Hold
2021 Q3	$238K	Hold
2021 Q2	$236K	Hold
2021 Q1	$245K	Hold
2020 Q4	$244K	Hold
2020 Q3	$246K	Hold
2020 Q2	$234K	Hold
2020 Q1	$235K	Hold
2019 Q4	$251K	Hold
2019 Q3	$256K	Hold
2019 Q2	$232K	Hold
2019 Q1	$222K	Hold
2018 Q4	$199K	Sell
2018 Q3	$221K	Hold
2018 Q2	$213K	Sell
2018 Q1	$226K	Hold
2017 Q4	$237K	Hold
2017 Q3	$232K	Hold
2017 Q2	$231K	Hold
2017 Q1	$224K	Hold
2016 Q4	$208K	Hold
2016 Q3	$203K	Hold
2016 Q2	$229K	Hold
2016 Q1	$212	Hold
2015 Q4	$180K	Hold
2015 Q3	$179K	Hold
2015 Q2	$159K	Buy