Sutton Wealth Advisors’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
Q3 | $3.5K | Sell |
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|
2023
Q2 | $7.11K | Hold |
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|
2023
Q1 | $7.43K | Sell |
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|
2022
Q4 | $77.5K | Sell |
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|
2022
Q3 | $72.3K | Sell |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $88.1K | Buy |
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|
2021
Q4 | $80.8K | Hold |
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|
2021
Q3 | $74.2K | Hold |
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|
2021
Q2 | $73.4K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $75.8K | Hold |
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|
2020
Q3 | $76.3K | Buy |
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|
2020
Q2 | $71.7K | Hold |
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|
2020
Q1 | $72.1K | Buy |
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|
2019
Q4 | $76.7K | Hold |
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|
2019
Q3 | $78.1K | Hold |
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|
2019
Q2 | $70.7K | Hold |
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|
2019
Q1 | $67.8K | Hold |
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|
2018
Q4 | $60.6K | Hold |
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|
2018
Q3 | $59.8K | Hold |
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|
2018
Q2 | $57.7K | Hold |
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|
2018
Q1 | $55.3K | Hold |
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|
2017
Q4 | $57.8K | Hold |
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|
2017
Q3 | $56.6K | Hold |
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|
2017
Q2 | $56.5K | Hold |
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|
2017
Q1 | $54.6K | Hold |
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|
2016
Q4 | $50.8K | Hold |
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|
2016
Q3 | $51.3K | Hold |
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|
2016
Q2 | $56K | Hold |
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|
2016
Q1 | $51.8K | Buy |
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