Simplicity Solutions’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $794K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $282K | Buy |
|