RWA
Ropes Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$18K | – | 349 |
|
|
2020
Q4 | $18K | Sell |
300
-523
| -64% | -$31.4K | ﹤0.01% | 495 |
|
|
2020
Q3 | $51K | Buy |
823
+231
| +39% | +$14.3K | 0.01% | 331 |
|
|
2020
Q2 | $35K | Buy |
592
+69
| +13% | +$4.08K | 0.01% | 340 |
|
|
2020
Q1 | $31K | Hold |
523
| – | – | 0.01% | 324 |
|
|
2019
Q4 | $33K | Hold |
523
| – | – | 0.01% | 369 |
|
|
2019
Q3 | $33K | Hold |
523
| – | – | 0.01% | 371 |
|
|
2019
Q2 | $30K | Hold |
523
| – | – | 0.01% | 388 |
|
|
2019
Q1 | $29K | Hold |
523
| – | – | 0.01% | 379 |
|
|
2018
Q4 | $26K | Hold |
523
| – | – | 0.01% | 354 |
|
|
2018
Q3 | $26K | Buy |
+523
| New | +$26K | 0.01% | 382 |
|
|
2017
Q2 | – | Sell |
-12
| Closed | -$1K | – | 526 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 499 |
|
|
2016
Q1 | – | Sell |
-47
| Closed | -$2K | – | 468 |
|
|
2015
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 392 |
|