GWMIA
Global Wealth Management Investment Advisory’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-177
| Closed | -$10.3K | – | 199 |
|
|
2023
Q4 | $10.3K | Hold |
177
| – | – | ﹤0.01% | 289 |
|
|
2023
Q3 | $9.4K | Hold |
177
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $10.4K | Buy |
+177
| New | +$10.4K | ﹤0.01% | 290 |
|
|
2022
Q3 | – | Sell |
-177
| Closed | -$12K | – | 207 |
|
|
2022
Q2 | $12K | Hold |
177
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $12K | Hold |
177
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $12K | Hold |
177
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 305 |
|
|
2021
Q2 | $10K | Hold |
177
| – | – | ﹤0.01% | 294 |
|
|
2021
Q1 | $11K | Hold |
177
| – | – | ﹤0.01% | 302 |
|
|
2020
Q4 | $11K | Hold |
177
| – | – | ﹤0.01% | 270 |
|
|
2020
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 267 |
|
|
2020
Q2 | $10K | Hold |
177
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $10K | Hold |
177
| – | – | 0.01% | 332 |
|
|
2019
Q4 | $11K | Hold |
177
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $11K | Hold |
177
| – | – | 0.01% | 310 |
|
|
2019
Q2 | $10K | Hold |
177
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $10K | Hold |
177
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $9K | Buy |
+177
| New | +$9K | 0.01% | 398 |
|