LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2K | – | 580 |
|
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 604 |
|
|
2019
Q4 | – | Sell |
-37
| Closed | -$2K | – | 674 |
|
|
2019
Q3 | $2K | Sell |
37
-76
| -67% | -$4.11K | ﹤0.01% | 634 |
|
|
2019
Q2 | $7K | Hold |
113
| – | – | ﹤0.01% | 578 |
|
|
2019
Q1 | $6K | Buy |
113
+76
| +205% | +$4.04K | ﹤0.01% | 581 |
|
|
2018
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 626 |
|
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 599 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 609 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 657 |
|
|
2017
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 643 |
|
|
2017
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 637 |
|