Arax Advisory Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
2,185
+1,131
| +107% | +$78.4K | 0.01% | 766 |
|
|
2025
Q1 | $79.2K | Sell |
1,054
-298
| -22% | -$22.4K | 0.01% | 793 |
|
|
2024
Q4 | $90.2K | Sell |
1,352
-1,062
| -44% | -$70.8K | 0.01% | 706 |
|
|
2024
Q3 | $171K | Buy |
2,414
+24
| +1% | +$1.7K | 0.02% | 379 |
|
|
2024
Q2 | $142K | Buy |
+2,390
| New | +$142K | 0.01% | 398 |
|
|
2024
Q1 | – | Sell |
-18
| Closed | -$1.05K | – | 1331 |
|
|
2023
Q4 | $1.05K | Sell |
18
-73
| -80% | -$4.24K | ﹤0.01% | 1133 |
|
|
2023
Q3 | $4.83K | Sell |
91
-47
| -34% | -$2.5K | ﹤0.01% | 881 |
|
|
2023
Q2 | $8.11K | Buy |
138
+37
| +37% | +$2.17K | ﹤0.01% | 757 |
|
|
2023
Q1 | $6.21K | Hold |
101
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $6.4K | Buy |
101
+59
| +140% | +$3.74K | ﹤0.01% | 727 |
|
|
2022
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 943 |
|
|
2022
Q2 | $3K | Buy |
42
+30
| +250% | +$2.14K | ﹤0.01% | 876 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 983 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 886 |
|