Golden State Wealth Management’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$979 Buy
2025
Q1
Sell
2024
Q4
$667 Buy
2020
Q2
Sell
2020
Q1
$3K Buy
2019
Q4
Sell
2019
Q3
$1K Sell
2019
Q2
$8K Hold
2019
Q1
$8K Buy