BG
Benedetti & Gucer’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $253K | Sell |
4,198
-166
| -4% | -$10K | 0.13% | 120 |
|
|
2023
Q4 | $253K | Sell |
4,364
-500
| -10% | -$29K | 0.13% | 116 |
|
|
2023
Q3 | $258K | Sell |
4,864
-200
| -4% | -$10.6K | 0.14% | 116 |
|
|
2023
Q2 | $298K | Buy |
5,064
+200
| +4% | +$11.8K | 0.15% | 112 |
|
|
2023
Q1 | $299K | Buy |
+4,864
| New | +$299K | 0.17% | 109 |
|