Mirabella Financial Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,094
| Closed | -$1.02M | – | 221 |
|
|
2024
Q2 | $1.02M | Buy |
+17,094
| New | +$1.02M | 0.07% | 151 |
|
|
2023
Q4 | – | Sell |
-4,733
| Closed | -$251K | – | 455 |
|
|
2023
Q3 | $251K | Sell |
4,733
-12,066
| -72% | -$641K | 0.03% | 300 |
|
|
2023
Q2 | $987K | Buy |
16,799
+9,111
| +119% | +$535K | 0.11% | 203 |
|
|
2023
Q1 | $472K | Sell |
7,688
-4,756
| -38% | -$292K | 0.07% | 219 |
|
|
2022
Q4 | $788K | Sell |
12,444
-8,578
| -41% | -$543K | 0.07% | 153 |
|
|
2022
Q3 | $1.26M | Buy |
+21,022
| New | +$1.26M | 0.13% | 99 |
|
|
2022
Q2 | – | Sell |
-3,880
| Closed | -$271K | – | 500 |
|
|
2022
Q1 | $271K | Sell |
3,880
-9,760
| -72% | -$682K | 0.03% | 343 |
|
|
2021
Q4 | $887K | Buy |
13,640
+2,002
| +17% | +$130K | 0.09% | 181 |
|
|
2021
Q3 | $695K | Buy |
11,638
+3,098
| +36% | +$185K | 0.09% | 201 |
|
|
2021
Q2 | $505K | Sell |
8,540
-2,477
| -22% | -$146K | 0.09% | 161 |
|
|
2021
Q1 | $674K | Buy |
+11,017
| New | +$674K | 0.21% | 106 |
|