Colonial Trust Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$362 | – | 815 |
|
|
2024
Q1 | $362 | Sell |
6
-13
| -68% | -$784 | ﹤0.01% | 928 |
|
|
2023
Q4 | $1.1K | Buy |
19
+4
| +27% | +$232 | ﹤0.01% | 765 |
|
|
2023
Q3 | $797 | Buy |
15
+3
| +25% | +$159 | ﹤0.01% | 792 |
|
|
2023
Q2 | $705 | Hold |
12
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $737 | Hold |
12
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $760 | Buy |
+12
| New | +$760 | ﹤0.01% | 814 |
|