Carolinas Wealth Consulting’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 | – | Sell |
-41
| Closed | -$3.08K | – | 174 |
|
|
2025
Q1 | $3.08K | Sell |
41
-8
| -16% | -$601 | ﹤0.01% | 694 |
|
|
2024
Q4 | $3.27K | Buy |
49
+18
| +58% | +$1.2K | ﹤0.01% | 720 |
|
|
2024
Q3 | $2.19K | Buy |
31
+5
| +19% | +$353 | ﹤0.01% | 800 |
|
|
2024
Q2 | $1.55K | Hold |
26
| – | – | ﹤0.01% | 844 |
|
|
2024
Q1 | $1.57K | Hold |
26
| – | – | ﹤0.01% | 828 |
|
|
2023
Q4 | $1.51K | Hold |
26
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $1.41K | Sell |
26
-45
| -63% | -$2.45K | ﹤0.01% | 780 |
|
|
2023
Q2 | $4.19K | Sell |
71
-773
| -92% | -$45.6K | ﹤0.01% | 695 |
|
|
2023
Q1 | $51.8K | Buy |
844
+804
| +2,010% | +$49.4K | 0.01% | 352 |
|
|
2022
Q4 | $2.53K | Hold |
40
| – | – | ﹤0.01% | 784 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 752 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 767 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $2K | Buy |
40
+9
| +29% | +$450 | ﹤0.01% | 800 |
|
|
2020
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 735 |
|
|
2020
Q3 | $2K | Buy |
31
+13
| +72% | +$839 | ﹤0.01% | 685 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 549 |
|