Crewe Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Hold |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $124K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $147K | Sell |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $26K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Buy |
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