MinichMacGregor Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-294
| Closed | -$18.6K | – | 194 |
|
|
2022
Q4 | $18.6K | Buy |
+294
| New | +$18.6K | 0.01% | 331 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | – | – | 476 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 463 |
|
|
2016
Q4 | – | Sell |
-3,176
| Closed | -$133K | – | 458 |
|
|
2016
Q3 | $133K | Buy |
3,176
+2,080
| +190% | +$87.1K | 0.12% | 49 |
|
|
2016
Q2 | $50K | Hold |
1,096
| – | – | 0.05% | 107 |
|
|
2016
Q1 | $46K | Sell |
1,096
-1,346
| -55% | -$56.5K | 0.04% | 112 |
|
|
2015
Q4 | $83K | Buy |
+2,442
| New | +$83K | 0.08% | 70 |
|