SWM
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SeaCrest Wealth Management’s CMS Energy CMS Stock Holding History

SeaCrest Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,037
Closed -$70K – 790
2022
Q2 		$70K Buy
+1,037
New +$71.6K 0.01% 991
2019
Q2 		– Sell
-366
Closed -$20K – 756
2019
Q1 		$20K Hold
366
– – ﹤0.01% 1281
2018
Q4 		$18K Buy
366
+23
+7% +$1.16K ﹤0.01% 1271
2018
Q3 		$17K Buy
343
+69
+25% +$3.36K ﹤0.01% 1441
2018
Q2 		$13K Buy
274
+96
+54% +$4.34K ﹤0.01% 1504
2018
Q1 		$8K Hold
178
– – ﹤0.01% 1652
2017
Q4 		$8K Buy
+178
New +$8.62K ﹤0.01% 1667

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