JFS 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 | $9.56K | Sell |
138
-12
| -8% | -$831 | ﹤0.01% | 879 |
|
|
2025
Q1 | $11.3K | Buy |
150
+21
| +16% | +$1.58K | ﹤0.01% | 840 |
|
|
2024
Q4 | $8.6K | Buy |
129
+9
| +8% | +$600 | ﹤0.01% | 894 |
|
|
2024
Q3 | $8.48K | Buy |
120
+23
| +24% | +$1.63K | ﹤0.01% | 914 |
|
|
2024
Q2 | $5.78K | Buy |
97
+23
| +31% | +$1.37K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $4.47K | Sell |
74
-12
| -14% | -$724 | ﹤0.01% | 1141 |
|
|
2023
Q4 | $5K | Buy |
86
+58
| +207% | +$3.37K | ﹤0.01% | 1057 |
|
|
2023
Q3 | $1.49K | Sell |
28
-46
| -62% | -$2.45K | ﹤0.01% | 1473 |
|
|
2023
Q2 | $4.35K | Sell |
74
-70
| -49% | -$4.11K | ﹤0.01% | 1064 |
|
|
2023
Q1 | $8.84K | Buy |
144
+10
| +7% | +$614 | ﹤0.01% | 755 |
|
|
2022
Q4 | $8.49K | Sell |
134
-17
| -11% | -$1.08K | ﹤0.01% | 768 |
|
|
2022
Q3 | $9K | Buy |
151
+9
| +6% | +$536 | ﹤0.01% | 754 |
|
|
2022
Q2 | $10K | Buy |
142
+13
| +10% | +$915 | ﹤0.01% | 755 |
|
|
2022
Q1 | $9K | Buy |
129
+104
| +416% | +$7.26K | ﹤0.01% | 813 |
|
|
2021
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1050 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$2K | – | 579 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 506 |
|
|
2020
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 452 |
|
|
2018
Q2 | – | Sell |
-126
| Closed | -$6K | – | 478 |
|
|
2018
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 401 |
|
|
2017
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 409 |
|
|
2017
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 384 |
|
|
2017
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 363 |
|
|
2017
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 425 |
|
|
2016
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 450 |
|
|
2015
Q4 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 447 |
|
|
2015
Q3 | – | Sell |
-20
| Closed | -$1K | – | 493 |
|
|
2015
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 480 |
|
|
2015
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 479 |
|
|
2014
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 496 |
|
|
2014
Q3 | $1K | Sell |
20
-4
| -17% | -$200 | ﹤0.01% | 454 |
|
|
2014
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 451 |
|