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Wealthcare Advisory Partners’s CMS Energy CMS Stock Holding History

Wealthcare Advisory Partners’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-261
Closed -$16K – 786
2021
Q1 		$16K Buy
+261
New +$15K ﹤0.01% 1282
2020
Q2 		– Sell
-242
Closed -$14K – 498
2020
Q1 		$14K Buy
242
+16
+7% +$1.02K ﹤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 +$10.7K ﹤0.01% 538

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PAMU
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Geode Capital Management
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