International Private Wealth Advisors’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 | $341K | Sell |
4,924
-927
| -16% | -$64.2K | 0.29% | 101 |
|
|
2025
Q1 | $439K | Buy |
5,851
+445
| +8% | +$33.4K | 0.42% | 59 |
|
|
2024
Q4 | $360K | Buy |
5,406
+90
| +2% | +$6K | 0.36% | 77 |
|
|
2024
Q3 | $375K | Sell |
5,316
-285
| -5% | -$20.1K | 0.55% | 49 |
|
|
2024
Q2 | $333K | Buy |
5,601
+475
| +9% | +$28.3K | 0.56% | 59 |
|
|
2024
Q1 | $309K | Buy |
+5,126
| New | +$309K | 0.6% | 66 |
|