VWA
V Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,444
| Closed | -$261K | – | 155 |
|
|
2023
Q2 | $261K | Sell |
4,444
-34
| -0.8% | -$2K | 0.04% | 309 |
|
|
2023
Q1 | $275K | Buy |
4,478
+34
| +0.8% | +$2.09K | 0.05% | 307 |
|
|
2022
Q4 | $281K | Buy |
+4,444
| New | +$281K | 0.06% | 289 |
|
|
2017
Q3 | – | Sell |
-621
| Closed | -$29K | – | 287 |
|
|
2017
Q2 | $29K | Buy |
+621
| New | +$29K | 0.01% | 395 |
|