Householder Group Estate & Retirement Specialist’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,393
| Closed | -$98K | – | 663 |
|
|
2024
Q3 | $98K | Sell |
1,393
-40
| -3% | -$2.81K | 0.03% | 362 |
|
|
2024
Q2 | $85K | Buy |
1,433
+33
| +2% | +$1.96K | 0.02% | 380 |
|
|
2024
Q1 | $84.5K | Hold |
1,400
| – | – | 0.03% | 375 |
|
|
2023
Q4 | $81K | Hold |
1,400
| – | – | 0.03% | 369 |
|
|
2023
Q3 | $74.4K | Buy |
+1,400
| New | +$74.4K | 0.03% | 375 |
|
|
2023
Q1 | $37K | Buy |
+600
| New | +$37K | 0.01% | 502 |
|
|
2022
Q4 | – | Sell |
-600
| Closed | -$34K | – | 464 |
|
|
2022
Q3 | $34K | Buy |
+600
| New | +$34K | 0.01% | 469 |
|