JP Morgan Private Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $898K | Buy |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $765K | Buy |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $649K | Buy |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $659K | Buy |
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|
2019
Q3 | $582K | Buy |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $222K | Sell |
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|
2017
Q4 | $232K | Sell |
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|
2017
Q3 | $273K | Sell |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $222K | Sell |
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|
2016
Q3 | $679K | Buy |
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|
2016
Q2 | $675K | Sell |
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|
2016
Q1 | $739K | Buy |
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|
2015
Q4 | $365K | Buy |
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|
2015
Q3 | $349K | Sell |
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|
2015
Q2 | $353K | Buy |
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|
2015
Q1 | $374K | Buy |
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|
2014
Q4 | $200K | Buy |
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