SWA
Sutton Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.51K | Sell |
66
-55
| -45% | -$2.92K | ﹤0.01% | 638 |
|
|
2023
Q2 | $7.11K | Hold |
121
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $7.43K | Sell |
121
-1,102
| -90% | -$67.6K | ﹤0.01% | 473 |
|
|
2022
Q4 | $77.5K | Sell |
1,223
-19
| -2% | -$1.2K | 0.03% | 292 |
|
|
2022
Q3 | $72.3K | Sell |
1,242
-18
| -1% | -$1.05K | 0.03% | 300 |
|
|
2022
Q2 | $85.1K | Hold |
1,260
| – | – | 0.03% | 263 |
|
|
2022
Q1 | $88.1K | Buy |
1,260
+18
| +1% | +$1.26K | 0.03% | 274 |
|
|
2021
Q4 | $80.8K | Hold |
1,242
| – | – | 0.03% | 302 |
|
|
2021
Q3 | $74.2K | Hold |
1,242
| – | – | 0.03% | 293 |
|
|
2021
Q2 | $73.4K | Hold |
1,242
| – | – | 0.03% | 303 |
|
|
2021
Q1 | $76K | Hold |
1,242
| – | – | 0.03% | 282 |
|
|
2020
Q4 | $75.8K | Hold |
1,242
| – | – | 0.03% | 265 |
|
|
2020
Q3 | $76.3K | Buy |
1,242
+14
| +1% | +$860 | 0.04% | 236 |
|
|
2020
Q2 | $71.7K | Hold |
1,228
| – | – | 0.04% | 237 |
|
|
2020
Q1 | $72.1K | Buy |
1,228
+7
| +0.6% | +$411 | 0.05% | 220 |
|
|
2019
Q4 | $76.7K | Hold |
1,221
| – | – | 0.04% | 240 |
|
|
2019
Q3 | $78.1K | Hold |
1,221
| – | – | 0.04% | 234 |
|
|
2019
Q2 | $70.7K | Hold |
1,221
| – | – | 0.04% | 238 |
|
|
2019
Q1 | $67.8K | Hold |
1,221
| – | – | 0.04% | 247 |
|
|
2018
Q4 | $60.6K | Hold |
1,221
| – | – | 0.04% | 246 |
|
|
2018
Q3 | $59.8K | Hold |
1,221
| – | – | 0.04% | 257 |
|
|
2018
Q2 | $57.7K | Hold |
1,221
| – | – | 0.04% | 254 |
|
|
2018
Q1 | $55.3K | Hold |
1,221
| – | – | 0.04% | 257 |
|
|
2017
Q4 | $57.8K | Hold |
1,221
| – | – | 0.04% | 249 |
|
|
2017
Q3 | $56.6K | Hold |
1,221
| – | – | 0.04% | 249 |
|
|
2017
Q2 | $56.5K | Hold |
1,221
| – | – | 0.04% | 248 |
|
|
2017
Q1 | $54.6K | Hold |
1,221
| – | – | 0.05% | 251 |
|
|
2016
Q4 | $50.8K | Hold |
1,221
| – | – | 0.05% | 264 |
|
|
2016
Q3 | $51.3K | Hold |
1,221
| – | – | 0.05% | 253 |
|
|
2016
Q2 | $56K | Hold |
1,221
| – | – | 0.05% | 236 |
|
|
2016
Q1 | $51.8K | Buy |
+1,221
| New | +$51.8K | 0.05% | 242 |
|