Lenox 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
2022
Q1
$29K Sell
2021
Q4
$28K Buy
2021
Q3
$24K Hold
2021
Q2
$24K Hold
2021
Q1
$25K Hold
2020
Q4
$25K Hold
2020
Q3
$25K Hold
2020
Q2
$23K Hold
2020
Q1
$24K Sell
2019
Q4
$26K Buy
2019
Q3
$26K Buy