L.J. Altfest & Co’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 | $791K | Buy |
11,411
+397
| +4% | +$27.5K | 0.09% | 147 |
|
|
2025
Q1 | $827K | Buy |
11,014
+2,523
| +30% | +$189K | 0.1% | 139 |
|
|
2024
Q4 | $566K | Sell |
8,491
-5,860
| -41% | -$391K | 0.07% | 191 |
|
|
2024
Q3 | $1.01M | Buy |
14,351
+5,388
| +60% | +$381K | 0.14% | 130 |
|
|
2024
Q2 | $534K | Buy |
+8,963
| New | +$534K | 0.07% | 183 |
|