Mattern Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,037
| Closed | -$1.09M | – | 178 |
|
|
2024
Q1 | $1.09M | Sell |
18,037
-960
| -5% | -$57.9K | 0.26% | 83 |
|
|
2023
Q4 | $1.1M | Buy |
18,997
+454
| +2% | +$26.4K | 0.28% | 81 |
|
|
2023
Q3 | $985K | Buy |
18,543
+3,988
| +27% | +$212K | 0.29% | 84 |
|
|
2023
Q2 | $855K | Buy |
14,555
+3,240
| +29% | +$190K | 0.25% | 85 |
|
|
2023
Q1 | $695K | Buy |
+11,315
| New | +$695K | 0.23% | 95 |
|