Milestone 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
Q4
Sell
-1,278
Closed -$67.9K 189
2023
Q3
$67.9K Buy
+1,278
New +$67.9K 0.02% 169
2023
Q2
Sell
-1,278
Closed -$78.4K 184
2023
Q1
$78.4K Buy
+1,278
New +$78.4K 0.02% 163