Bell Investment Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54K | Buy |
80
+10
| +14% | +$693 | ﹤0.01% | 937 |
|
|
2025
Q1 | $5.26K | Hold |
70
| – | – | ﹤0.01% | 885 |
|
|
2024
Q4 | $4.67K | Buy |
70
+26
| +59% | +$1.73K | ﹤0.01% | 959 |
|
|
2024
Q3 | $3.11K | Sell |
44
-9
| -17% | -$636 | ﹤0.01% | 1167 |
|
|
2024
Q2 | $3.16K | Hold |
53
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q1 | $3.2K | Hold |
53
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q4 | $3.08K | Sell |
53
-17
| -24% | -$987 | ﹤0.01% | 1135 |
|
|
2023
Q3 | $3.72K | Sell |
70
-15
| -18% | -$797 | ﹤0.01% | 962 |
|
|
2023
Q2 | $4.99K | Buy |
85
+8
| +10% | +$470 | ﹤0.01% | 826 |
|
|
2023
Q1 | $4.73K | Buy |
77
+16
| +26% | +$982 | ﹤0.01% | 819 |
|
|
2022
Q4 | $3.86K | Buy |
61
+1
| +2% | +$63 | ﹤0.01% | 940 |
|
|
2022
Q3 | $3K | Sell |
60
-15
| -20% | -$750 | ﹤0.01% | 887 |
|
|
2022
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 679 |
|
|
2021
Q4 | $4K | Sell |
60
-8
| -12% | -$533 | ﹤0.01% | 840 |
|
|
2021
Q3 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 782 |
|