TCI 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
Q2 | – | Sell |
-243
| Closed | -$14.9K | – | 607 |
|
|
2023
Q1 | $14.9K | Buy |
243
+157
| +183% | +$9.65K | ﹤0.01% | 854 |
|
|
2022
Q4 | $5.45K | Sell |
86
-87
| -50% | -$5.14K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $10K | Sell |
173
-66
| -28% | -$4.44K | ﹤0.01% | 993 |
|
|
2022
Q2 | $16K | Sell |
239
-2
| -0.8% | -$138 | ﹤0.01% | 726 |
|
|
2022
Q1 | $17K | Sell |
241
-2
| -0.8% | -$130 | ﹤0.01% | 759 |
|
|
2021
Q4 | $16K | Sell |
243
-48
| -16% | -$2.95K | ﹤0.01% | 810 |
|
|
2021
Q3 | $17K | Buy |
291
+209
| +255% | +$13K | ﹤0.01% | 748 |
|
|
2021
Q2 | $5K | Hold |
82
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q1 | $5K | Hold |
82
| – | – | ﹤0.01% | 1232 |
|
|
2020
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 854 |
|
|
2020
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 753 |
|
|
2020
Q2 | $5K | Sell |
82
-30
| -27% | -$1.74K | ﹤0.01% | 725 |
|
|
2020
Q1 | $7K | Buy |
112
+24
| +27% | +$1.54K | ﹤0.01% | 631 |
|
|
2019
Q4 | $6K | Buy |
88
+8
| +10% | +$499 | ﹤0.01% | 801 |
|
|
2019
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 793 |
|
|
2019
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 757 |
|
|
2019
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 832 |
|
|
2018
Q4 | $4K | Buy |
80
+5
| +7% | +$253 | ﹤0.01% | 807 |
|
|
2018
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 834 |
|
|
2018
Q2 | $4K | Buy |
75
+5
| +7% | +$226 | ﹤0.01% | 829 |
|
|
2018
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 837 |
|
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 889 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 832 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 861 |
|
|
2017
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 831 |
|
|
2016
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 899 |
|
|
2016
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 846 |
|
|
2016
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 824 |
|
|
2016
Q1 | $3K | Buy |
+70
| New | +$2.74K | ﹤0.01% | 827 |
|
Other funds holding CMS
