Essex Savings Bank’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 | $240K | Buy |
3,461
+2
| +0.1% | +$139 | 0.06% | 265 |
|
|
2025
Q1 | $260K | Sell |
3,459
-49
| -1% | -$3.68K | 0.06% | 234 |
|
|
2024
Q4 | $234K | Sell |
3,508
-31
| -0.9% | -$2.07K | 0.06% | 253 |
|
|
2024
Q3 | $250K | Sell |
3,539
-29
| -0.8% | -$2.05K | 0.06% | 248 |
|
|
2024
Q2 | $212K | Sell |
3,568
-3
| -0.1% | -$179 | 0.06% | 249 |
|
|
2024
Q1 | $207K | Hold |
3,571
| – | – | 0.06% | 251 |
|
|
2023
Q4 | $207K | Buy |
+3,571
| New | +$207K | 0.06% | 251 |
|
|
2022
Q3 | – | Sell |
-2,962
| Closed | -$200K | – | 210 |
|
|
2022
Q2 | $200K | Sell |
2,962
-40
| -1% | -$2.7K | 0.08% | 210 |
|
|
2022
Q1 | $210K | Buy |
+3,002
| New | +$210K | 0.07% | 212 |
|
|
2019
Q3 | – | Sell |
-925
| Closed | -$53K | – | 259 |
|
|
2019
Q2 | $53K | Buy |
925
+901
| +3,754% | +$51.6K | 0.02% | 429 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 631 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 642 |
|