Wealthcare Advisory Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-261
| Closed | -$16K | – | 786 |
|
|
2021
Q1 | $16K | Buy |
+261
| New | +$16K | ﹤0.01% | 1282 |
|
|
2020
Q2 | – | Sell |
-242
| Closed | -$14K | – | 498 |
|
|
2020
Q1 | $14K | Buy |
242
+16
| +7% | +$926 | ﹤0.01% | 818 |
|
|
2019
Q4 | $14K | Hold |
226
| – | – | ﹤0.01% | 853 |
|
|
2019
Q3 | $14K | Hold |
226
| – | – | ﹤0.01% | 841 |
|
|
2019
Q2 | $13K | Hold |
226
| – | – | ﹤0.01% | 838 |
|
|
2019
Q1 | $13K | Hold |
226
| – | – | ﹤0.01% | 751 |
|
|
2018
Q4 | $11K | Hold |
226
| – | – | ﹤0.01% | 764 |
|
|
2018
Q3 | $11K | Hold |
226
| – | – | ﹤0.01% | 811 |
|
|
2018
Q2 | $11K | Hold |
226
| – | – | ﹤0.01% | 797 |
|
|
2018
Q1 | $10K | Hold |
226
| – | – | ﹤0.01% | 724 |
|
|
2017
Q4 | $11K | Hold |
226
| – | – | ﹤0.01% | 654 |
|
|
2017
Q3 | $10K | Buy |
+226
| New | +$10K | ﹤0.01% | 538 |
|