Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $46.9K | Hold |
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|
2024
Q1 | $47.5K | Sell |
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|
2023
Q4 | $49K | Sell |
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|
2023
Q3 | $77.7K | Hold |
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|
2023
Q2 | $86K | Buy |
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|
2023
Q1 | $56K | Buy |
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|
2022
Q4 | $54.8K | Sell |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $72K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $93K | Buy |
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