Creative Financial Designs’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 | $693 | Hold |
10
| – | – | ﹤0.01% | 1854 |
|
|
2025
Q1 | $751 | Hold |
10
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q4 | $667 | Hold |
10
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q3 | $706 | Hold |
10
| – | – | ﹤0.01% | 1607 |
|
|
2024
Q2 | $595 | Hold |
10
| – | – | ﹤0.01% | 1573 |
|
|
2024
Q1 | $603 | Buy |
+10
| New | +$603 | ﹤0.01% | 1584 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$744 | – | 1611 |
|
|
2023
Q3 | $744 | Hold |
14
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q2 | $823 | Hold |
14
| – | – | ﹤0.01% | 1384 |
|
|
2023
Q1 | $859 | Hold |
14
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q4 | $887 | Hold |
14
| – | – | ﹤0.01% | 1213 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1213 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$3K | – | 1308 |
|
|
2020
Q4 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 1064 |
|