MA
MCF Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$800 | – | 928 |
|
|
2024
Q4 | $800 | Hold |
12
| – | – | ﹤0.01% | 932 |
|
|
2024
Q3 | $848 | Sell |
12
-92
| -88% | -$6.5K | ﹤0.01% | 920 |
|
|
2024
Q2 | $6.19K | Hold |
104
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $6.28K | Hold |
104
| – | – | ﹤0.01% | 683 |
|
|
2023
Q4 | $6.04K | Buy |
104
+92
| +767% | +$5.34K | ﹤0.01% | 652 |
|
|
2023
Q3 | $638 | Hold |
12
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $705 | Hold |
12
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $737 | Hold |
12
| – | – | ﹤0.01% | 794 |
|
|
2022
Q4 | $760 | Hold |
12
| – | – | ﹤0.01% | 766 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 723 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 688 |
|
|
2021
Q4 | – | Sell |
-12
| Closed | -$1K | – | 160 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 665 |
|
|
2013
Q3 | – | Sell |
-33
| Closed | -$1K | – | 400 |
|
|
2013
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 295 |
|