KCM Investment Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,334
| Closed | -$205K | – | 381 |
|
|
2023
Q1 | $205K | Sell |
3,334
-165
| -5% | -$10.1K | 0.01% | 393 |
|
|
2022
Q4 | $222K | Hold |
3,499
| – | – | 0.01% | 374 |
|
|
2022
Q3 | $204K | Hold |
3,499
| – | – | 0.01% | 366 |
|
|
2022
Q2 | $236K | Hold |
3,499
| – | – | 0.01% | 359 |
|
|
2022
Q1 | $245K | Buy |
+3,499
| New | +$245K | 0.01% | 376 |
|