Essex Savings Bank’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
|