Crewe Advisors’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 | $132K | Hold |
1,905
| – | – | 0.02% | 194 |
|
|
2025
Q1 | $143K | Hold |
1,905
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $127K | Hold |
1,905
| – | – | 0.02% | 179 |
|
|
2024
Q3 | $135K | Hold |
1,905
| – | – | 0.02% | 192 |
|
|
2024
Q2 | $113K | Sell |
1,905
-144
| -7% | -$8.57K | 0.01% | 252 |
|
|
2024
Q1 | $124K | Buy |
+2,049
| New | +$124K | 0.01% | 242 |
|
|
2023
Q4 | – | Sell |
-2,280
| Closed | -$121K | – | 465 |
|
|
2023
Q3 | $121K | Sell |
2,280
-220
| -9% | -$11.7K | 0.02% | 98 |
|
|
2023
Q2 | $147K | Sell |
2,500
-667
| -21% | -$39.2K | 0.02% | 167 |
|
|
2023
Q1 | $194K | Sell |
3,167
-205
| -6% | -$12.6K | 0.03% | 160 |
|
|
2022
Q4 | $214K | Buy |
3,372
+392
| +13% | +$24.8K | 0.03% | 146 |
|
|
2022
Q3 | $174K | Buy |
2,980
+3
| +0.1% | +$175 | 0.03% | 161 |
|
|
2022
Q2 | $201K | Buy |
2,977
+567
| +24% | +$38.3K | 0.04% | 128 |
|
|
2022
Q1 | $168K | Buy |
2,410
+2,005
| +495% | +$140K | 0.03% | 124 |
|
|
2021
Q4 | $26K | Buy |
+405
| New | +$26K | 0.01% | 239 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$1K | – | 488 |
|
|
2020
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 565 |
|