Heritage Wealth Advisors’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 | $27.7K | Hold |
400
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $26.7K | Hold |
400
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $28.3K | Hold |
400
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $23.8K | Hold |
400
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $24.1K | Hold |
400
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $23.2K | Buy |
+400
| New | +$23.2K | ﹤0.01% | 401 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$1.45K | – | 467 |
|
|
2019
Q4 | $1.45K | Buy |
+23
| New | +$1.45K | ﹤0.01% | 618 |
|