First Heartland Consultants’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 | $228K | Buy |
+3,298
| New | +$228K | 0.02% | 443 |
|
|
2023
Q4 | – | Sell |
-4,506
| Closed | -$239K | – | 362 |
|
|
2023
Q3 | $239K | Buy |
4,506
+11
| +0.2% | +$583 | 0.03% | 334 |
|
|
2023
Q2 | $264K | Buy |
4,495
+45
| +1% | +$2.64K | 0.03% | 316 |
|
|
2023
Q1 | $273K | Buy |
4,450
+47
| +1% | +$2.89K | 0.04% | 295 |
|
|
2022
Q4 | $279K | Sell |
4,403
-329
| -7% | -$20.8K | 0.04% | 291 |
|
|
2022
Q3 | $265 | Buy |
4,732
+40
| +0.9% | +$2 | 0.02% | 280 |
|
|
2022
Q2 | $316K | Buy |
4,692
+67
| +1% | +$4.51K | 0.05% | 256 |
|
|
2022
Q1 | $323K | Buy |
+4,625
| New | +$323K | 0.05% | 250 |
|