Toth Financial Advisory’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
Q3 | – | Sell |
-148
| Closed | -$8.7K | – | 776 |
|
|
2023
Q2 | $8.7K | Sell |
148
-100
| -40% | -$6.03K | ﹤0.01% | 489 |
|
|
2023
Q1 | $15.2K | Sell |
248
-45
| -15% | -$2.77K | ﹤0.01% | 410 |
|
|
2022
Q4 | $18.6K | Sell |
293
-40
| -12% | -$2.37K | ﹤0.01% | 383 |
|
|
2022
Q3 | $19K | Buy |
333
+40
| +14% | +$2.69K | ﹤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% | 404 |
|
|
2021
Q3 | $18K | Hold |
293
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $17K | Buy |
+293
| New | +$18.2K | ﹤0.01% | 400 |
|
|
2021
Q1 | – | Sell |
-146
| Closed | -$9K | – | 680 |
|
|
2020
Q4 | $9K | Hold |
146
| – | – | ﹤0.01% | 415 |
|
|
2020
Q3 | $9K | Buy |
146
+1
| +0.7% | +$61 | ﹤0.01% | 377 |
|
|
2020
Q2 | $8K | Buy |
145
+1
| +0.7% | +$58 | ﹤0.01% | 372 |
|
|
2020
Q1 | $8K | Buy |
144
+1
| +0.7% | +$64 | ﹤0.01% | 291 |
|
|
2019
Q4 | $9K | Buy |
143
+1
| +0.7% | +$62 | ﹤0.01% | 311 |
|
|
2019
Q3 | $9K | Buy |
142
+1
| +0.7% | +$61 | ﹤0.01% | 321 |
|
|
2019
Q2 | $8K | Buy |
141
+1
| +0.7% | +$56 | ﹤0.01% | 331 |
|
|
2019
Q1 | $8K | Buy |
140
+1
| +0.7% | +$53 | ﹤0.01% | 313 |
|
|
2018
Q4 | $7K | Buy |
139
+1
| +0.7% | +$51 | ﹤0.01% | 300 |
|
|
2018
Q3 | $7K | Buy |
138
+1
| +0.7% | +$49 | ﹤0.01% | 336 |
|
|
2018
Q2 | $6K | Buy |
137
+1
| +0.7% | +$45 | ﹤0.01% | 341 |
|
|
2018
Q1 | $6K | Buy |
136
+1
| +0.7% | +$44 | ﹤0.01% | 348 |
|
|
2017
Q4 | $6K | Buy |
+135
| New | +$6.54K | ﹤0.01% | 349 |
|
Other funds holding CMS
