Clearstead Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $189K | Sell |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $185K | Buy |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $132K | Sell |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $64.4K | Sell |
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|
2022
Q3 | $60K | Buy |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $61K | Sell |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $69K | Hold |
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|
2020
Q4 | $69K | Sell |
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|
2020
Q3 | $79K | Buy |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $34K | Buy |
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