EFH
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Eaton Financial Holdings’s CMS Energy CMS Stock Holding History

Eaton Financial Holdings’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,297
Closed -$772K – 84
2023
Q4 		$772K Buy
13,297
+916
+7% +$53.2K 0.19% 106
2023
Q3 		$658K Buy
+12,381
New +$658K 0.18% 107