Berger Financial Group’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75,325
| Closed | -$4.77M | – | 272 |
|
|
2022
Q4 | $4.77M | Buy |
75,325
+1,307
| +2% | +$82.8K | 0.63% | 49 |
|
|
2022
Q3 | $4.31M | Buy |
74,018
+1,620
| +2% | +$94.4K | 0.63% | 44 |
|
|
2022
Q2 | $4.89M | Buy |
72,398
+208
| +0.3% | +$14K | 0.71% | 39 |
|
|
2022
Q1 | $5.05M | Buy |
+72,190
| New | +$5.05M | 0.64% | 39 |
|