Capital Advisors Ltd’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 | $1K | Hold |
8
| – | – | ﹤0.01% | 1156 |
|
|
2025
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1379 |
|
|
2023
Q4 | – | Sell |
-110
| Closed | -$6K | – | 1316 |
|
|
2023
Q3 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 764 |
|
|
2023
Q2 | – | Sell |
-96
| Closed | -$6K | – | 1321 |
|
|
2023
Q1 | $6K | Buy |
96
+85
| +773% | +$5.31K | ﹤0.01% | 636 |
|
|
2022
Q4 | $1K | Sell |
11
-60
| -85% | -$5.46K | ﹤0.01% | 970 |
|
|
2022
Q3 | $4K | Buy |
71
+67
| +1,675% | +$3.78K | ﹤0.01% | 664 |
|
|
2022
Q2 | $0 | Sell |
4
-21
| -84% | – | ﹤0.01% | 1047 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 629 |
|