Stratos Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,959
| Closed | -$360K | – | 714 |
|
|
2024
Q1 | $360K | Buy |
5,959
+446
| +8% | +$26.9K | 0.02% | 524 |
|
|
2023
Q4 | $320K | Sell |
5,513
-2,674
| -33% | -$155K | 0.02% | 541 |
|
|
2023
Q3 | $435K | Buy |
8,187
+192
| +2% | +$10.2K | 0.03% | 450 |
|
|
2023
Q2 | $470K | Sell |
7,995
-1,614
| -17% | -$94.8K | 0.03% | 438 |
|
|
2023
Q1 | $590K | Sell |
9,609
-939
| -9% | -$57.6K | 0.05% | 386 |
|
|
2022
Q4 | $668K | Buy |
10,548
+102
| +1% | +$6.46K | 0.06% | 353 |
|
|
2022
Q3 | $608K | Buy |
+10,446
| New | +$608K | 0.06% | 321 |
|