Integrated Wealth Concepts’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 | – | Sell |
-3,896
| Closed | -$293K | – | 1916 |
|
|
2025
Q1 | $293K | Buy |
+3,896
| New | +$293K | ﹤0.01% | 1418 |
|
|
2024
Q4 | – | Sell |
-3,630
| Closed | -$256K | – | 1733 |
|
|
2024
Q3 | $256K | Sell |
3,630
-607
| -14% | -$42.9K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $252K | Buy |
4,237
+664
| +19% | +$39.5K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $216K | Sell |
3,573
-6,322
| -64% | -$381K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $575K | Buy |
9,895
+5,053
| +104% | +$293K | 0.01% | 940 |
|
|
2023
Q3 | $257K | Sell |
4,842
-98
| -2% | -$5.2K | ﹤0.01% | 1305 |
|
|
2023
Q2 | $290K | Buy |
+4,940
| New | +$290K | 0.01% | 1238 |
|