DiNuzzo Private Wealth’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 | $2.63K | Buy |
38
+3
| +9% | +$208 | ﹤0.01% | 530 |
|
|
2025
Q1 | $2.63K | Buy |
35
+5
| +17% | +$376 | ﹤0.01% | 509 |
|
|
2024
Q4 | $2K | Sell |
30
-1
| -3% | -$67 | ﹤0.01% | 606 |
|
|
2024
Q3 | $2.19K | Buy |
31
+3
| +11% | +$212 | ﹤0.01% | 574 |
|
|
2024
Q2 | $1.67K | Buy |
28
+10
| +56% | +$595 | ﹤0.01% | 585 |
|
|
2024
Q1 | $1.09K | Buy |
18
+1
| +6% | +$60 | ﹤0.01% | 702 |
|
|
2023
Q4 | $988 | Buy |
+17
| New | +$988 | ﹤0.01% | 708 |
|