Global Retirement Partners’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 | $158K | Buy |
+2,287
| New | +$158K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $144K | Sell |
2,165
-439
| -17% | -$29.3K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $184K | Buy |
2,604
+615
| +31% | +$43.4K | 0.01% | 944 |
|
|
2024
Q2 | $118K | Buy |
1,989
+835
| +72% | +$49.7K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $69.6K | Sell |
1,154
-714
| -38% | -$43.1K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $109K | Buy |
1,868
+835
| +81% | +$48.5K | ﹤0.01% | 997 |
|
|
2023
Q3 | $54K | Buy |
1,033
+24
| +2% | +$1.25K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $59.3K | Buy |
1,009
+28
| +3% | +$1.65K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $60K | Buy |
981
+842
| +606% | +$51.5K | ﹤0.01% | 1155 |
|
|
2022
Q4 | $8.8K | Buy |
139
+27
| +24% | +$1.71K | ﹤0.01% | 1830 |
|
|
2022
Q3 | $6K | Buy |
112
+5
| +5% | +$268 | ﹤0.01% | 1848 |
|
|
2022
Q2 | $7K | Buy |
107
+5
| +5% | +$327 | ﹤0.01% | 1761 |
|
|
2022
Q1 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 1753 |
|
|
2021
Q4 | – | Sell |
-57
| Closed | -$3K | – | 509 |
|
|
2021
Q3 | $3K | Buy |
57
+32
| +128% | +$1.68K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1784 |
|
|
2021
Q1 | – | Sell |
-76
| Closed | -$5K | – | 1784 |
|
|
2020
Q4 | $5K | Sell |
76
-23
| -23% | -$1.51K | ﹤0.01% | 1429 |
|
|
2020
Q3 | $6K | Hold |
99
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q2 | $6K | Buy |
99
+19
| +24% | +$1.15K | ﹤0.01% | 1232 |
|
|
2020
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 1208 |
|
|
2019
Q4 | $5K | Sell |
80
-15
| -16% | -$938 | ﹤0.01% | 1323 |
|
|
2019
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q2 | $6K | Sell |
95
-9
| -9% | -$568 | ﹤0.01% | 1233 |
|
|
2019
Q1 | $6K | Sell |
104
-21
| -17% | -$1.21K | ﹤0.01% | 1184 |
|
|
2018
Q4 | $6K | Sell |
125
-25
| -17% | -$1.2K | ﹤0.01% | 1097 |
|
|
2018
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1127 |
|
|
2018
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 1055 |
|
|
2017
Q4 | $7K | Buy |
150
+22
| +17% | +$1.03K | ﹤0.01% | 1006 |
|
|
2017
Q3 | $6K | Sell |
128
-30
| -19% | -$1.41K | ﹤0.01% | 954 |
|
|
2017
Q2 | $7K | Buy |
158
+135
| +587% | +$5.98K | ﹤0.01% | 859 |
|
|
2017
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1050 |
|