Iron Horse Wealth Management’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 | $1.39K | Hold |
20
| – | – | ﹤0.01% | 499 |
|
2025
Q1 | $1.5K | Hold |
20
| – | – | ﹤0.01% | 485 |
|
2024
Q4 | $1.33K | Hold |
20
| – | – | ﹤0.01% | 416 |
|
2024
Q3 | $1.41K | Hold |
20
| – | – | ﹤0.01% | 411 |
|
2024
Q2 | $1.19K | Hold |
20
| – | – | ﹤0.01% | 397 |
|
2024
Q1 | $1.21K | Hold |
20
| – | – | ﹤0.01% | 389 |
|
2023
Q4 | $1.16K | Hold |
20
| – | – | ﹤0.01% | 411 |
|
2023
Q3 | $1.06K | Buy |
+20
| New | +$1.06K | ﹤0.01% | 422 |
|