AWM
Abound Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$258 | – | 1283 |
|
|
2024
Q4 | $258 | Buy |
+4
| New | +$258 | ﹤0.01% | 947 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$465 | – | 1311 |
|
|
2023
Q4 | $465 | Buy |
8
+1
| +14% | +$58 | ﹤0.01% | 945 |
|
|
2023
Q3 | $372 | Hold |
7
| – | – | ﹤0.01% | 918 |
|
|
2023
Q2 | $415 | Buy |
+7
| New | +$415 | ﹤0.01% | 919 |
|