Institutional & Family Asset Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $46.9K | Hold |
787
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $47.5K | Sell |
787
-56
| -7% | -$3.38K | 0.01% | 239 |
|
|
2023
Q4 | $49K | Sell |
843
-620
| -42% | -$36K | 0.01% | 231 |
|
|
2023
Q3 | $77.7K | Hold |
1,463
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $86K | Buy |
1,463
+550
| +60% | +$32.3K | 0.01% | 192 |
|
|
2023
Q1 | $56K | Buy |
913
+48
| +6% | +$2.95K | 0.01% | 213 |
|
|
2022
Q4 | $54.8K | Sell |
865
-164
| -16% | -$10.4K | 0.01% | 212 |
|
|
2022
Q3 | $60K | Hold |
1,029
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $69K | Hold |
1,029
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $72K | Buy |
+1,029
| New | +$72K | 0.01% | 222 |
|
|
2020
Q1 | – | Sell |
-1,486
| Closed | -$93K | – | 820 |
|
|
2019
Q4 | $93K | Buy |
+1,486
| New | +$93K | 0.02% | 244 |
|