Avion Wealth’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 | $4K | Buy |
58
+3
| +5% | +$207 | ﹤0.01% | 654 |
|
|
2025
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 623 |
|
|
2024
Q4 | $3K | Buy |
55
+19
| +53% | +$1.04K | ﹤0.01% | 621 |
|
|
2024
Q3 | $2K | Buy |
36
+8
| +29% | +$444 | ﹤0.01% | 661 |
|
|
2024
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 701 |
|
|
2024
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 542 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | – | – | 849 |
|
|
2023
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 756 |
|