Washington Trust Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-111
| Closed | -$6.81K | – | 685 |
|
|
2023
Q1 | $6.81K | Hold |
111
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $7.03K | Hold |
111
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $6K | Buy |
111
+15
| +16% | +$811 | ﹤0.01% | 674 |
|
|
2022
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 708 |
|
|
2022
Q1 | $7K | Hold |
96
| – | – | ﹤0.01% | 759 |
|
|
2021
Q4 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 812 |
|