Toth Financial Advisory’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-148
| Closed | -$8.7K | – | 770 |
|
|
2023
Q2 | $8.7K | Sell |
148
-100
| -40% | -$5.88K | ﹤0.01% | 486 |
|
|
2023
Q1 | $15.2K | Sell |
248
-45
| -15% | -$2.76K | ﹤0.01% | 409 |
|
|
2022
Q4 | $18.6K | Sell |
293
-40
| -12% | -$2.53K | ﹤0.01% | 383 |
|
|
2022
Q3 | $19K | Buy |
333
+40
| +14% | +$2.28K | ﹤0.01% | 382 |
|
|
2022
Q2 | $20K | Hold |
293
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $20K | Hold |
293
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $19K | Hold |
293
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $18K | Hold |
293
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $17K | Buy |
+293
| New | +$17K | ﹤0.01% | 396 |
|
|
2021
Q1 | – | Sell |
-146
| Closed | -$9K | – | 669 |
|
|
2020
Q4 | $9K | Hold |
146
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $9K | Buy |
146
+1
| +0.7% | +$62 | ﹤0.01% | 371 |
|
|
2020
Q2 | $8K | Buy |
145
+1
| +0.7% | +$55 | ﹤0.01% | 364 |
|
|
2020
Q1 | $8K | Buy |
144
+1
| +0.7% | +$56 | ﹤0.01% | 285 |
|
|
2019
Q4 | $9K | Buy |
143
+1
| +0.7% | +$63 | ﹤0.01% | 307 |
|
|
2019
Q3 | $9K | Buy |
142
+1
| +0.7% | +$63 | ﹤0.01% | 316 |
|
|
2019
Q2 | $8K | Buy |
141
+1
| +0.7% | +$57 | ﹤0.01% | 325 |
|
|
2019
Q1 | $8K | Buy |
140
+1
| +0.7% | +$57 | ﹤0.01% | 311 |
|
|
2018
Q4 | $7K | Buy |
139
+1
| +0.7% | +$50 | ﹤0.01% | 294 |
|
|
2018
Q3 | $7K | Buy |
138
+1
| +0.7% | +$51 | ﹤0.01% | 330 |
|
|
2018
Q2 | $6K | Buy |
137
+1
| +0.7% | +$44 | ﹤0.01% | 336 |
|
|
2018
Q1 | $6K | Buy |
136
+1
| +0.7% | +$44 | ﹤0.01% | 348 |
|
|
2017
Q4 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 347 |
|