BOSSRA
B.O.S.S. Retirement Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,399
| Closed | -$1.72M | – | 197 |
|
|
2024
Q3 | $1.72M | Buy |
24,399
+883
| +4% | +$62.4K | 0.35% | 75 |
|
|
2024
Q2 | $1.4M | Buy |
23,516
+890
| +4% | +$53K | 0.36% | 78 |
|
|
2024
Q1 | $1.31M | Sell |
22,626
-2,609
| -10% | -$152K | 0.5% | 81 |
|
|
2023
Q4 | $1.47M | Sell |
25,235
-3,312
| -12% | -$192K | 0.28% | 123 |
|
|
2023
Q3 | $1.52M | Sell |
28,547
-2,180
| -7% | -$116K | 0.33% | 115 |
|
|
2023
Q2 | $1.81M | Sell |
30,727
-2,518
| -8% | -$148K | 0.38% | 93 |
|
|
2023
Q1 | $2.04M | Buy |
33,245
+8,278
| +33% | +$508K | 0.48% | 70 |
|
|
2022
Q4 | $1.58M | Buy |
+24,967
| New | +$1.58M | 0.4% | 105 |
|