InceptionR’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 |
-17,876
| Closed | -$1.19M | – | 587 |
|
|
2024
Q4 | $1.19M | Buy |
+17,876
| New | +$1.19M | 0.27% | 122 |
|
|
2024
Q1 | – | Sell |
-5,291
| Closed | -$307K | – | 600 |
|
|
2023
Q4 | $307K | Buy |
+5,291
| New | +$307K | 0.22% | 218 |
|
|
2023
Q2 | – | Sell |
-16,331
| Closed | -$1M | – | 444 |
|
|
2023
Q1 | $1M | Sell |
16,331
-4,773
| -23% | -$293K | 0.32% | 107 |
|
|
2022
Q4 | $1.34M | Buy |
+21,104
| New | +$1.34M | 0.7% | 5 |
|