Sugarloaf Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Buy |
203
+1
| +0.5% | +$67 | ﹤0.01% | 454 |
|
|
2024
Q3 | $14.3K | Buy |
+202
| New | +$14.3K | ﹤0.01% | 461 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$946 | – | 722 |
|
|
2022
Q4 | $946 | Hold |
15
| – | – | ﹤0.01% | 710 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 743 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 719 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 664 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 697 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 701 |
|
|
2021
Q2 | $1K | Buy |
15
+1
| +7% | +$67 | ﹤0.01% | 695 |
|
|
2021
Q1 | $1 | Hold |
14
| – | – | ﹤0.01% | 696 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 664 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 632 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 627 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 634 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 660 |
|