Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.09K | Hold |
18
| – | – | ﹤0.01% | 1144 |
|
|
2023
Q3 | $996 | Buy |
18
+1
| +6% | +$55 | ﹤0.01% | 893 |
|
|
2023
Q2 | $1.04K | Hold |
17
| – | – | ﹤0.01% | 929 |
|
|
2023
Q1 | $1.08K | Hold |
17
| – | – | ﹤0.01% | 925 |
|
|
2022
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 845 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 799 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 824 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 811 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 810 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 738 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 641 |
|