JWM
Janiczek Wealth Management’s CMS Energy CMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $417 | Hold |
7
| – | – | ﹤0.01% | 1009 |
|
2024
Q1 | $423 | Buy |
+7
| New | +$423 | ﹤0.01% | 1015 |
|
2023
Q1 | – | Sell |
-4
| Closed | -$257 | – | 1018 |
|
2022
Q4 | $257 | Hold |
4
| – | – | ﹤0.01% | 967 |
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 935 |
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 958 |
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 959 |
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1016 |
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 970 |
|