Clearstead 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 | $189K | Buy |
2,732
+221
| +9% | +$15.3K | ﹤0.01% | 907 |
|
|
2025
Q1 | $189K | Sell |
2,511
-68
| -3% | -$5.11K | ﹤0.01% | 850 |
|
|
2024
Q4 | $172K | Sell |
2,579
-46
| -2% | -$3.07K | ﹤0.01% | 897 |
|
|
2024
Q3 | $185K | Buy |
2,625
+71
| +3% | +$5.02K | ﹤0.01% | 877 |
|
|
2024
Q2 | $152K | Buy |
2,554
+462
| +22% | +$27.5K | ﹤0.01% | 897 |
|
|
2024
Q1 | $132K | Sell |
2,092
-46
| -2% | -$2.89K | 0.01% | 548 |
|
|
2023
Q4 | $124K | Sell |
2,138
-2,244
| -51% | -$130K | 0.01% | 545 |
|
|
2023
Q3 | $233K | Buy |
4,382
+2,065
| +89% | +$110K | 0.01% | 540 |
|
|
2023
Q2 | $136K | Buy |
2,317
+250
| +12% | +$14.7K | 0.01% | 503 |
|
|
2023
Q1 | $127K | Buy |
2,067
+1,050
| +103% | +$64.4K | 0.01% | 466 |
|
|
2022
Q4 | $64.4K | Sell |
1,017
-21
| -2% | -$1.33K | 0.01% | 583 |
|
|
2022
Q3 | $60K | Buy |
1,038
+81
| +8% | +$4.68K | 0.01% | 575 |
|
|
2022
Q2 | $65K | Hold |
957
| – | – | 0.01% | 567 |
|
|
2022
Q1 | $67K | Hold |
957
| – | – | ﹤0.01% | 630 |
|
|
2021
Q4 | $62K | Sell |
957
-60
| -6% | -$3.89K | ﹤0.01% | 614 |
|
|
2021
Q3 | $61K | Sell |
1,017
-107
| -10% | -$6.42K | ﹤0.01% | 576 |
|
|
2021
Q2 | $66K | Hold |
1,124
| – | – | 0.01% | 514 |
|
|
2021
Q1 | $69K | Hold |
1,124
| – | – | 0.01% | 496 |
|
|
2020
Q4 | $69K | Sell |
1,124
-166
| -13% | -$10.2K | 0.01% | 467 |
|
|
2020
Q3 | $79K | Buy |
1,290
+707
| +121% | +$43.3K | 0.01% | 400 |
|
|
2020
Q2 | $34K | Hold |
583
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $34K | Buy |
+583
| New | +$34K | 0.01% | 450 |
|