Caitlin John’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,468
| Closed | -$97.8K | – | 245 |
|
|
2024
Q4 | $97.8K | Hold |
1,468
| – | – | 0.06% | 167 |
|
|
2024
Q3 | $99.4K | Hold |
1,468
| – | – | 0.06% | 170 |
|
|
2024
Q2 | $87.4K | Hold |
1,468
| – | – | 0.06% | 177 |
|
|
2024
Q1 | $88.6K | Hold |
1,468
| – | – | 0.07% | 173 |
|
|
2023
Q4 | $85.2K | Buy |
+1,468
| New | +$85.2K | 0.07% | 154 |
|