Finer Wealth Management’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 | $624K | Hold |
9,000
| – | – | 0.33% | 51 |
|
|
2025
Q1 | $676K | Hold |
9,000
| – | – | 0.41% | 48 |
|
|
2024
Q4 | $600K | Hold |
9,000
| – | – | 0.34% | 52 |
|
|
2024
Q3 | $636K | Buy |
+9,000
| New | +$636K | 0.39% | 49 |
|
|
2024
Q2 | – | Sell |
-10,139
| Closed | -$612K | – | 75 |
|
|
2024
Q1 | $612K | Hold |
10,139
| – | – | 0.4% | 53 |
|
|
2023
Q4 | $589K | Hold |
10,139
| – | – | 0.44% | 48 |
|
|
2023
Q3 | $538K | Hold |
10,139
| – | – | 0.43% | 49 |
|
|
2023
Q2 | $596K | Hold |
10,139
| – | – | 0.47% | 50 |
|
|
2023
Q1 | $622K | Hold |
10,139
| – | – | 0.53% | 47 |
|
|
2022
Q4 | $642K | Hold |
10,139
| – | – | 0.6% | 43 |
|
|
2022
Q3 | $590K | Hold |
10,139
| – | – | 0.58% | 44 |
|
|
2022
Q2 | $684K | Sell |
10,139
-2,731
| -21% | -$184K | 0.62% | 41 |
|
|
2022
Q1 | $900K | Hold |
12,870
| – | – | 0.73% | 39 |
|
|
2021
Q4 | $837K | Buy |
+12,870
| New | +$837K | 0.69% | 43 |
|