Atria Wealth Solutions’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,737
| Closed | -$649K | – | 1889 |
|
|
2024
Q4 | $649K | Sell |
9,737
-299
| -3% | -$19.9K | 0.01% | 1114 |
|
|
2024
Q3 | $709K | Buy |
10,036
+485
| +5% | +$34.3K | 0.01% | 1055 |
|
|
2024
Q2 | $569K | Buy |
9,551
+1,716
| +22% | +$102K | 0.01% | 1167 |
|
|
2024
Q1 | $473K | Buy |
+7,835
| New | +$473K | 0.01% | 1290 |
|
|
2023
Q4 | – | Sell |
-6,112
| Closed | -$325K | – | 1931 |
|
|
2023
Q3 | $325K | Sell |
6,112
-129
| -2% | -$6.85K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $367K | Buy |
+6,241
| New | +$367K | 0.01% | 1316 |
|