Fortitude Family Office’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 | $13.2K | Buy |
191
+50
| +35% | +$3.46K | ﹤0.01% | 470 |
|
|
2025
Q1 | $10.6K | Hold |
141
| – | – | ﹤0.01% | 523 |
|
|
2024
Q4 | $9.4K | Buy |
141
+71
| +101% | +$4.73K | ﹤0.01% | 646 |
|
|
2024
Q3 | $4.94K | Hold |
70
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $4.17K | Hold |
70
| – | – | ﹤0.01% | 658 |
|
|
2024
Q1 | $4.22K | Sell |
70
-25
| -26% | -$1.51K | ﹤0.01% | 679 |
|
|
2023
Q4 | $5.52K | Buy |
+95
| New | +$5.52K | ﹤0.01% | 569 |
|