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Advisor OS’s CMS Energy CMS Stock Holding History

Advisor OS’s Portfolio CMS Stock Details CMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,052
Closed -$216K – 415
2024
Q3 		$216K Sell
3,052
-408
-12% -$28.8K 0.02% 380
2024
Q2 		$206K Buy
+3,460
New +$206K 0.02% 373