Veritable’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 |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $584K | Buy |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $593K | Sell |
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|
2020
Q3 | $672K | Hold |
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|
2020
Q2 | $640K | Sell |
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|
2020
Q1 | $693K | Sell |
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|
2019
Q4 | $744K | Buy |
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|
2019
Q3 | $660K | Buy |
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|
2019
Q2 | $581K | Buy |
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|
2019
Q1 | $555K | Buy |
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|
2018
Q4 | $493K | Buy |
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|
2018
Q3 | $480K | Hold |
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|
2018
Q2 | $463K | Buy |
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|
2018
Q1 | $439K | Sell |
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|
2017
Q4 | $461K | Sell |
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|
2017
Q3 | $517K | Buy |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $487K | Sell |
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|
2016
Q4 | $455K | Buy |
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|
2016
Q3 | $342K | Buy |
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|
2016
Q2 | $356K | Buy |
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|
2016
Q1 | $301K | Buy |
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|
2015
Q4 | $254K | Sell |
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|
2015
Q3 | $255K | Buy |
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|
2015
Q2 | $220K | Sell |
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|
2015
Q1 | $308K | Sell |
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|
2014
Q4 | $329K | Sell |
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|
2014
Q3 | $1.32M | Buy |
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|
2014
Q2 | $1.36M | Sell |
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|
2014
Q1 | $1.28M | Buy |
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|
2013
Q4 | $1.17M | Sell |
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|
2013
Q3 | $1.18M | Buy |
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|
2013
Q2 | $1.18M | Buy |
|