Avior Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$1.67K | – | 1044 |
|
|
2024
Q4 | $1.67K | Buy |
25
+6
| +32% | +$400 | ﹤0.01% | 2144 |
|
|
2024
Q3 | $1.34K | Sell |
19
-7
| -27% | -$494 | ﹤0.01% | 2039 |
|
|
2024
Q2 | $1.55K | Sell |
26
-461
| -95% | -$27.4K | ﹤0.01% | 1978 |
|
|
2024
Q1 | $29.4K | Buy |
+487
| New | +$29.4K | ﹤0.01% | 1451 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$6K | – | 992 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 729 |
|
|
2020
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 717 |
|