Personal Capital 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
Q4 | $28.9M | Buy |
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|
2022
Q3 | $25.8M | Buy |
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|
2022
Q2 | $29.2M | Buy |
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|
2022
Q1 | $29.7M | Buy |
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|
2021
Q4 | $26M | Buy |
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|
2021
Q3 | $22.2M | Buy |
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|
2021
Q2 | $20.2M | Buy |
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|
2021
Q1 | $18.5M | Buy |
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|
2020
Q4 | $15.5M | Buy |
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|
2020
Q3 | $14.3M | Buy |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | $12.1M | Sell |
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|
2019
Q4 | $14.3M | Buy |
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|
2019
Q3 | $13.6M | Buy |
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|
2019
Q2 | $11.6M | Buy |
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|
2019
Q1 | $10.3M | Buy |
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|
2018
Q4 | $8.32M | Buy |
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|
2018
Q3 | $7.3M | Buy |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $214K | Buy |
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