Advisor Partners II’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $524K | Sell |
9,869
-1,136
| -10% | -$60.3K | 0.02% | 702 |
|
|
2023
Q2 | $647K | Sell |
11,005
-1,508
| -12% | -$88.6K | 0.03% | 512 |
|
|
2023
Q1 | $768K | Buy |
12,513
+1,575
| +14% | +$96.7K | 0.04% | 419 |
|
|
2022
Q4 | $693K | Sell |
10,938
-779
| -7% | -$49.3K | 0.04% | 426 |
|
|
2022
Q3 | $682K | Buy |
+11,717
| New | +$682K | 0.05% | 371 |
|