TA
Tiedemann Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-31,660
| Closed | -$1.95M | – | 322 |
|
|
2020
Q3 | $1.95M | Sell |
31,660
-2,704
| -8% | -$166K | 0.09% | 127 |
|
|
2020
Q2 | $2.01M | Buy |
34,364
+9,157
| +36% | +$535K | 0.11% | 113 |
|
|
2020
Q1 | $1.48M | Sell |
25,207
-14,004
| -36% | -$823K | 0.1% | 126 |
|
|
2019
Q4 | $2.46M | Sell |
39,211
-2,513
| -6% | -$158K | 0.12% | 101 |
|
|
2019
Q3 | $2.67M | Buy |
41,724
+1,382
| +3% | +$88.4K | 0.13% | 107 |
|
|
2019
Q2 | $2.34M | Sell |
40,342
-1,307
| -3% | -$75.7K | 0.12% | 97 |
|
|
2019
Q1 | $2.31M | Sell |
41,649
-272
| -0.6% | -$15.1K | 0.11% | 123 |
|
|
2018
Q4 | $2.08M | Buy |
41,921
+2,159
| +5% | +$107K | 0.11% | 127 |
|
|
2018
Q3 | $1.95M | Buy |
39,762
+6,300
| +19% | +$309K | 0.12% | 112 |
|
|
2018
Q2 | $1.58M | Sell |
33,462
-10,373
| -24% | -$490K | 0.1% | 125 |
|
|
2018
Q1 | $1.99M | Buy |
43,835
+9,875
| +29% | +$447K | 0.14% | 96 |
|
|
2017
Q4 | $1.61M | Buy |
33,960
+8,290
| +32% | +$392K | 0.12% | 91 |
|
|
2017
Q3 | $1.19M | Sell |
25,670
-688
| -3% | -$31.9K | 0.11% | 135 |
|
|
2017
Q2 | $1.22M | Sell |
26,358
-3,621
| -12% | -$167K | 0.09% | 181 |
|
|
2017
Q1 | $1.34M | Buy |
+29,979
| New | +$1.34M | 0.11% | 151 |
|