Daymark Wealth Partners’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 | $211K | Sell |
3,051
-48
| -2% | -$3.33K | 0.01% | 529 |
|
|
2025
Q1 | $233K | Buy |
+3,099
| New | +$233K | 0.01% | 456 |
|
|
2024
Q4 | – | Sell |
-3,009
| Closed | -$213K | – | 502 |
|
|
2024
Q3 | $213K | Buy |
+3,009
| New | +$213K | 0.01% | 493 |
|
|
2023
Q2 | – | Sell |
-6,113
| Closed | -$375K | – | 379 |
|
|
2023
Q1 | $375K | Buy |
+6,113
| New | +$375K | 0.05% | 209 |
|