TD Private Client Wealth’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.8K | Buy |
1,123
+35
| +3% | +$2.43K | ﹤0.01% | 770 |
|
|
2025
Q1 | $81.7K | Buy |
+1,088
| New | +$81.7K | ﹤0.01% | 729 |
|
|
2024
Q4 | – | Sell |
-1,170
| Closed | -$82.6K | – | 1319 |
|
|
2024
Q3 | $82.6K | Buy |
1,170
+17
| +1% | +$1.2K | ﹤0.01% | 742 |
|
|
2024
Q2 | $68.6K | Sell |
1,153
-14
| -1% | -$833 | ﹤0.01% | 751 |
|
|
2024
Q1 | $70.4K | Sell |
1,167
-3
| -0.3% | -$181 | ﹤0.01% | 754 |
|
|
2023
Q4 | $67.9K | Sell |
1,170
-83
| -7% | -$4.82K | ﹤0.01% | 764 |
|
|
2023
Q3 | $66.5K | Sell |
1,253
-620
| -33% | -$32.9K | ﹤0.01% | 722 |
|
|
2023
Q2 | $110K | Buy |
1,873
+37
| +2% | +$2.17K | ﹤0.01% | 642 |
|
|
2023
Q1 | $113K | Buy |
1,836
+28
| +2% | +$1.72K | 0.01% | 633 |
|
|
2022
Q4 | $115K | Buy |
1,808
+10
| +0.6% | +$633 | 0.01% | 611 |
|
|
2022
Q3 | $105K | Buy |
1,798
+53
| +3% | +$3.09K | 0.01% | 606 |
|
|
2022
Q2 | $118K | Sell |
1,745
-91
| -5% | -$6.14K | 0.01% | 590 |
|
|
2022
Q1 | $128K | Buy |
1,836
+6
| +0.3% | +$420 | 0.01% | 605 |
|
|
2021
Q4 | $119K | Buy |
1,830
+27
| +1% | +$1.76K | ﹤0.01% | 615 |
|
|
2021
Q3 | $108K | Buy |
1,803
+167
| +10% | +$9.98K | ﹤0.01% | 624 |
|
|
2021
Q2 | $96.7K | Sell |
1,636
-22
| -1% | -$1.3K | ﹤0.01% | 622 |
|
|
2021
Q1 | $102K | Sell |
1,658
-2,337
| -58% | -$143K | ﹤0.01% | 598 |
|
|
2020
Q4 | $244K | Sell |
3,995
-16,896
| -81% | -$1.03M | 0.01% | 466 |
|
|
2020
Q3 | $1.28M | Buy |
20,891
+432
| +2% | +$26.5K | 0.07% | 259 |
|
|
2020
Q2 | $1.2M | Sell |
20,459
-5,151
| -20% | -$301K | 0.07% | 262 |
|
|
2020
Q1 | $1.5M | Sell |
25,610
-5,687
| -18% | -$334K | 0.11% | 178 |
|
|
2019
Q4 | $1.97M | Buy |
+31,297
| New | +$1.97M | 0.12% | 181 |
|