Checchi Capital Advisers’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 |
-2,702
| Closed | -$203K | – | 579 |
|
|
2025
Q1 | $203K | Buy |
+2,702
| New | +$203K | 0.01% | 552 |
|
|
2022
Q3 | – | Sell |
-3,269
| Closed | -$225K | – | 550 |
|
|
2022
Q2 | $225K | Buy |
+3,269
| New | +$225K | 0.02% | 515 |
|
|
2016
Q3 | – | Sell |
-2,307
| Closed | -$106K | – | 553 |
|
|
2016
Q2 | $106K | Sell |
2,307
-331
| -13% | -$15.2K | 0.01% | 546 |
|
|
2016
Q1 | $112K | Buy |
+2,638
| New | +$112K | 0.02% | 534 |
|