International Private Wealth Advisors’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Sell
2025
Q2
$341K Sell
2025
Q1
$439K Buy
2024
Q4
$360K Buy
2024
Q3
$375K Sell
2024
Q2
$333K Buy
2024
Q1
$309K Buy