WPA
West Paces Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-154
| Closed | -$11.6K | – | 283 |
|
|
2025
Q1 | $11.6K | Hold |
154
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $10.3K | Hold |
154
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $10.9K | Hold |
154
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $9.17K | Hold |
154
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $9.29K | Hold |
154
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $8.94K | Hold |
154
| – | – | ﹤0.01% | 373 |
|
|
2023
Q3 | $8.18K | Hold |
154
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $9.05K | Hold |
154
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $9.45K | Hold |
154
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $9.75K | Sell |
154
-315
| -67% | -$19.9K | ﹤0.01% | 356 |
|
|
2022
Q3 | $27.3K | Hold |
469
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $31.7K | Hold |
469
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $32.8K | Hold |
469
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $30.5K | Sell |
469
-110
| -19% | -$7.16K | 0.01% | 269 |
|
|
2021
Q3 | $34.6K | Buy |
579
+115
| +25% | +$6.87K | 0.01% | 240 |
|
|
2021
Q2 | $27.4K | Hold |
464
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $28.4K | Hold |
464
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $28.3K | Hold |
464
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $28.5K | Hold |
464
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $27.1K | Hold |
464
| – | – | 0.01% | 225 |
|
|
2020
Q1 | $27.3K | Sell |
464
-88
| -16% | -$5.17K | 0.02% | 215 |
|
|
2019
Q4 | $34.7K | Buy |
552
+442
| +402% | +$27.8K | 0.02% | 222 |
|
|
2019
Q3 | $7.04K | Hold |
110
| – | – | ﹤0.01% | 355 |
|
|
2019
Q2 | $6.37K | Hold |
110
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $6.11K | Hold |
110
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $5.46K | Hold |
110
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $5.39K | Hold |
110
| – | – | ﹤0.01% | 376 |
|
|
2018
Q2 | $5.2K | Hold |
110
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $4.98K | Hold |
110
| – | – | ﹤0.01% | 368 |
|
|
2017
Q4 | $5.2K | Sell |
110
-24
| -18% | -$1.14K | ﹤0.01% | 385 |
|
|
2017
Q3 | $6.21K | Sell |
134
-28
| -17% | -$1.3K | ﹤0.01% | 369 |
|
|
2017
Q2 | $7.49K | Hold |
162
| – | – | 0.01% | 361 |
|
|
2017
Q1 | $7.25K | Hold |
162
| – | – | 0.01% | 360 |
|
|
2016
Q4 | $6.74K | Buy |
+162
| New | +$6.74K | 0.01% | 384 |
|