Empower Advisory Group’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,735
| Closed | -$467K | – | 495 |
|
|
2024
Q1 | $467K | Sell |
7,735
-356,908
| -98% | -$21.5M | ﹤0.01% | 313 |
|
|
2023
Q4 | $21.2M | Sell |
364,643
-75,554
| -17% | -$4.39M | 0.08% | 126 |
|
|
2023
Q3 | $23.4M | Sell |
440,197
-41,022
| -9% | -$2.18M | 0.1% | 119 |
|
|
2023
Q2 | $28.3M | Buy |
481,219
+8,351
| +2% | +$491K | 0.12% | 123 |
|
|
2023
Q1 | $28.9M | Buy |
+472,868
| New | +$28.9M | 0.13% | 121 |
|