D.J. St. Germain’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 | $35.5K | Buy |
513
+100
| +24% | +$6.93K | ﹤0.01% | 505 |
|
|
2025
Q1 | $31K | Sell |
413
-100
| -19% | -$7.51K | ﹤0.01% | 452 |
|
|
2024
Q4 | $34.2K | Buy |
513
+100
| +24% | +$6.67K | ﹤0.01% | 461 |
|
|
2024
Q3 | $29.2K | Buy |
413
+110
| +36% | +$7.77K | ﹤0.01% | 433 |
|
|
2024
Q2 | $18K | Hold |
303
| – | – | ﹤0.01% | 488 |
|
|
2024
Q1 | $18.3K | Hold |
303
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $17.6K | Hold |
303
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $16.1K | Hold |
303
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $17.8K | Buy |
+303
| New | +$17.8K | ﹤0.01% | 485 |
|