CTWM
Cherry Tree Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19
| Closed | -$1.15K | – | 602 |
|
|
2024
Q1 | $1.15K | Buy |
+19
| New | +$1.15K | ﹤0.01% | 540 |
|
|
2023
Q4 | – | Sell |
-97
| Closed | -$5.15K | – | 595 |
|
|
2023
Q3 | $5.15K | Hold |
97
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $5.7K | Buy |
+97
| New | +$5.7K | ﹤0.01% | 387 |
|