SOA Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51
| Closed | -$3K | – | 841 |
|
|
2022
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 744 |
|
|
2021
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 718 |
|
|
2021
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 737 |
|
|
2021
Q2 | $3K | Buy |
51
+47
| +1,175% | +$2.77K | ﹤0.01% | 718 |
|
|
2021
Q1 | $0 | Sell |
4
-21
| -84% | – | ﹤0.01% | 819 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 730 |
|