International Assets Investment 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
Q4 | – | Sell |
-254,833
| Closed | -$3.61K | – | 1019 |
|
|
2024
Q3 | $3.61K | Buy |
+254,833
| New | +$3.61K | 0.01% | 676 |
|
|
2023
Q1 | – | Sell |
-6,921
| Closed | -$438K | – | 1186 |
|
|
2022
Q4 | $438K | Buy |
+6,921
| New | +$438K | 0.05% | 374 |
|
|
2021
Q2 | – | Sell |
-1,175
| Closed | -$72K | – | 753 |
|
|
2021
Q1 | $72K | Hold |
1,175
| – | – | 0.01% | 823 |
|
|
2020
Q4 | $72K | Buy |
+1,175
| New | +$72K | 0.01% | 711 |
|