HNWA
Henrickson Nauta Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
3,477
-42
| -1% | -$2.91K | 0.08% | 72 |
|
|
2025
Q1 | $252K | Buy |
3,519
+13
| +0.4% | +$930 | 0.1% | 63 |
|
|
2024
Q4 | $234K | Hold |
3,506
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $248K | Buy |
3,506
+39
| +1% | +$2.75K | 0.1% | 71 |
|
|
2024
Q2 | $206K | Buy |
+3,467
| New | +$206K | 0.09% | 73 |
|
|
2023
Q3 | – | Sell |
-3,406
| Closed | -$200K | – | 59 |
|
|
2023
Q2 | $200K | Hold |
3,406
| – | – | 0.14% | 56 |
|
|
2023
Q1 | $209K | Hold |
3,406
| – | – | 0.15% | 55 |
|
|
2022
Q4 | $216K | Buy |
+3,406
| New | +$216K | 0.17% | 50 |
|
|
2022
Q3 | – | Sell |
-3,406
| Closed | -$230K | – | 47 |
|
|
2022
Q2 | $230K | Hold |
3,406
| – | – | 0.21% | 40 |
|
|
2022
Q1 | $238K | Hold |
3,406
| – | – | 0.2% | 37 |
|
|
2021
Q4 | $213K | Buy |
+3,406
| New | +$213K | 0.17% | 41 |
|