EverSource Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
4,460
+1,813
| +68% | +$126K | 0.01% | 654 |
|
|
2025
Q1 | $199K | Buy |
2,647
+856
| +48% | +$64.3K | 0.01% | 660 |
|
|
2024
Q4 | $119K | Sell |
1,791
-464
| -21% | -$30.9K | 0.01% | 850 |
|
|
2024
Q3 | $159K | Buy |
2,255
+1,132
| +101% | +$79.9K | 0.01% | 633 |
|
|
2024
Q2 | $72.8K | Sell |
1,123
-47
| -4% | -$3.05K | ﹤0.01% | 923 |
|
|
2024
Q1 | $70.9K | Sell |
1,170
-102
| -8% | -$6.18K | 0.01% | 843 |
|
|
2023
Q4 | $73.9K | Sell |
1,272
-175
| -12% | -$10.2K | 0.01% | 751 |
|
|
2023
Q3 | $76.8K | Buy |
1,447
+160
| +12% | +$8.49K | 0.01% | 663 |
|
|
2023
Q2 | $75.6K | Buy |
1,287
+170
| +15% | +$9.99K | 0.01% | 682 |
|
|
2023
Q1 | $68.6K | Buy |
1,117
+114
| +11% | +$7K | 0.01% | 671 |
|
|
2022
Q4 | $63.5K | Sell |
1,003
-10
| -1% | -$633 | 0.01% | 654 |
|
|
2022
Q3 | $60K | Sell |
1,013
-198
| -16% | -$11.7K | 0.01% | 586 |
|
|
2022
Q2 | $81K | Buy |
1,211
+37
| +3% | +$2.48K | 0.02% | 437 |
|
|
2022
Q1 | $82K | Buy |
1,174
+904
| +335% | +$63.1K | 0.02% | 372 |
|
|
2021
Q4 | $17K | Buy |
+270
| New | +$17K | ﹤0.01% | 743 |
|