Bell Investment Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54K | Buy |
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2025
Q1 | $5.26K | Hold |
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|
2024
Q4 | $4.67K | Buy |
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|
2024
Q3 | $3.11K | Sell |
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|
2024
Q2 | $3.16K | Hold |
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|
2024
Q1 | $3.2K | Hold |
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|
2023
Q4 | $3.08K | Sell |
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|
2023
Q3 | $3.72K | Sell |
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|
2023
Q2 | $4.99K | Buy |
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|
2023
Q1 | $4.73K | Buy |
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|
2022
Q4 | $3.86K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $4K | Buy |
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