Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-863
| Closed | -$53K | – | 1016 |
|
|
2023
Q1 | $53K | Buy |
+863
| New | +$53K | 0.01% | 300 |
|
|
2017
Q2 | – | Sell |
-6,400
| Closed | -$286K | – | 690 |
|
|
2017
Q1 | $286K | Hold |
6,400
| – | – | 0.11% | 108 |
|
|
2016
Q4 | $266K | Hold |
6,400
| – | – | 0.11% | 111 |
|
|
2016
Q3 | $269K | Hold |
6,400
| – | – | 0.12% | 106 |
|
|
2016
Q2 | $294K | Buy |
+6,400
| New | +$294K | 0.14% | 94 |
|