CWM
Curi Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-339
| Closed | -$23K | – | 288 |
|
|
2022
Q2 | $23K | Buy |
339
+310
| +1,069% | +$21K | ﹤0.01% | 290 |
|
|
2022
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 448 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 438 |
|
|
2021
Q1 | – | Sell |
-29
| Closed | -$1K | – | 173 |
|
|
2020
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 350 |
|