BWM
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Baystate Wealth Management’s CMS Energy CMS Stock Holding History

Baystate Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.09K Hold
18
– – ﹤0.01% 1144
2023
Q3 		$996 Buy
18
+1
+6% +$58 ﹤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 +$977 ﹤0.01% 641

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