Golden State 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
Q1 | – | Sell |
-10
| Closed | -$667 | – | 1592 |
|
|
2024
Q4 | $667 | Buy |
+10
| New | +$667 | ﹤0.01% | 1400 |
|
|
2020
Q2 | – | Sell |
-51
| Closed | -$3K | – | 297 |
|
|
2020
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 808 |
|
|
2019
Q4 | – | Sell |
-11
| Closed | -$1K | – | 201 |
|
|
2019
Q3 | $1K | Sell |
11
-140
| -93% | -$12.7K | ﹤0.01% | 1002 |
|
|
2019
Q2 | $8K | Hold |
151
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $8K | Buy |
+151
| New | +$8K | ﹤0.01% | 807 |
|