TD Private Client Wealth’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92K | Buy |
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|
2025
Q2 | $77.8K | Buy |
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|
2025
Q1 | $81.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $82.6K | Buy |
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|
2024
Q2 | $68.6K | Sell |
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|
2024
Q1 | $70.4K | Sell |
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|
2023
Q4 | $67.9K | Sell |
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|
2023
Q3 | $66.5K | Sell |
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|
2023
Q2 | $110K | Buy |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $115K | Buy |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $128K | Buy |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $96.7K | Sell |
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|
2021
Q1 | $102K | Sell |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $1.97M | Buy |
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