Cranbrook Wealth Management’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 | $60.5K | Sell |
873
-42
| -5% | -$2.91K | 0.01% | 186 |
|
|
2025
Q1 | $68.7K | Buy |
915
+42
| +5% | +$3.16K | 0.02% | 173 |
|
|
2024
Q4 | $58.2K | Hold |
873
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $61.7K | Hold |
873
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $52K | Hold |
873
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $52.7K | Hold |
873
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $50.7K | Hold |
873
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $46.4K | Hold |
873
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $51.3K | Hold |
873
| – | – | 0.01% | 156 |
|
|
2023
Q1 | $53.6K | Hold |
873
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $55.3K | Hold |
873
| – | – | 0.02% | 148 |
|
|
2022
Q3 | $51K | Hold |
873
| – | – | 0.01% | 165 |
|
|
2022
Q2 | $59K | Hold |
873
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $61K | Buy |
+873
| New | +$61K | 0.01% | 167 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$31K | – | 256 |
|
|
2019
Q4 | $31K | Sell |
500
-108
| -18% | -$6.7K | 0.01% | 159 |
|
|
2019
Q3 | $39K | Hold |
608
| – | – | 0.01% | 145 |
|
|
2019
Q2 | $35K | Hold |
608
| – | – | 0.01% | 146 |
|
|
2019
Q1 | $34K | Hold |
608
| – | – | 0.01% | 150 |
|
|
2018
Q4 | $30K | Buy |
+608
| New | +$30K | 0.01% | 144 |
|