Centerpoint Advisors’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 | $2K | Sell |
30
-970
| -97% | -$64.7K | ﹤0.01% | 350 |
|
|
2025
Q1 | $75K | Hold |
1,000
| – | – | 0.03% | 136 |
|
|
2024
Q4 | $67K | Hold |
1,000
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $71K | Hold |
1,000
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $60K | Hold |
1,000
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $60K | Hold |
1,000
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $58K | Hold |
1,000
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $53K | Buy |
1,000
+200
| +25% | +$10.6K | 0.02% | 147 |
|
|
2023
Q2 | $47K | Buy |
+800
| New | +$47K | 0.02% | 164 |
|