44 Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,255
| Closed | -$228K | – | 170 |
|
|
2022
Q1 | $228K | Sell |
3,255
-152
| -4% | -$10.6K | 0.08% | 158 |
|
|
2021
Q4 | $222K | Buy |
+3,407
| New | +$222K | 0.08% | 172 |
|
|
2021
Q3 | – | Sell |
-94,313
| Closed | -$5.57M | – | 177 |
|
|
2021
Q2 | $5.57M | Buy |
+94,313
| New | +$5.57M | 2.14% | 9 |
|
|
2021
Q1 | – | Sell |
-78,637
| Closed | -$4.8M | – | 161 |
|
|
2020
Q4 | $4.8M | Buy |
+78,637
| New | +$4.8M | 2.18% | 8 |
|