Continuum Advisory’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 | $285K | Buy |
4,115
+144
| +4% | +$9.98K | 0.03% | 348 |
|
|
2025
Q1 | $298K | Buy |
3,971
+499
| +14% | +$37.5K | 0.04% | 318 |
|
|
2024
Q4 | $231K | Buy |
3,472
+395
| +13% | +$26.3K | 0.03% | 363 |
|
|
2024
Q3 | $207K | Buy |
3,077
+747
| +32% | +$50.4K | 0.03% | 391 |
|
|
2024
Q2 | $139K | Buy |
2,330
+205
| +10% | +$12.2K | 0.02% | 431 |
|
|
2024
Q1 | $134K | Buy |
+2,125
| New | +$134K | 0.02% | 435 |
|