Beaird Harris 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 |
-387
| Closed | -$25.8K | – | 514 |
|
|
2024
Q4 | $25.8K | Hold |
387
| – | – | ﹤0.01% | 292 |
|
|
2024
Q3 | $27.3K | Sell |
387
-792
| -67% | -$55.9K | ﹤0.01% | 275 |
|
|
2024
Q2 | $70.2K | Hold |
1,179
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $71.1K | Hold |
1,179
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $68.5K | Hold |
1,179
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $62.6K | Hold |
1,179
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $69.3K | Hold |
1,179
| – | – | 0.01% | 150 |
|
|
2023
Q1 | $72.4K | Sell |
1,179
-208
| -15% | -$12.8K | 0.01% | 145 |
|
|
2022
Q4 | $87.8K | Buy |
1,387
+153
| +12% | +$9.69K | 0.02% | 141 |
|
|
2022
Q3 | $72K | Buy |
1,234
+1,088
| +745% | +$63.5K | 0.02% | 137 |
|
|
2022
Q2 | $10K | Sell |
146
-942
| -87% | -$64.5K | ﹤0.01% | 247 |
|
|
2022
Q1 | $76K | Buy |
+1,088
| New | +$76K | 0.03% | 156 |
|