Joseph P. Lucia & Associates’s CMS Energy CMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-34
Closed -$2K 206
2021
Q3
$2K Hold
34
﹤0.01% 506
2021
Q2
$2K Hold
34
﹤0.01% 503
2021
Q1
$2K Buy
+34
New +$2K ﹤0.01% 482