Boit C.F. David’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 | $540K | Hold |
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|
2025
Q1 | $586K | Hold |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $556K | Hold |
|
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|
2024
Q2 | $464K | Hold |
|
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|
2024
Q1 | $475K | Hold |
|
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|
2023
Q4 | $462K | Hold |
|
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|
2023
Q3 | $394K | Hold |
|
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $481K | Hold |
|
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $454K | Buy |
|
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $507K | Hold |
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|
2021
Q3 | $466K | Hold |
|
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|
2021
Q2 | $461K | Buy |
|