Money Concepts Capital’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,415
Closed -$89.6K 917
2022
Q4
$89.6K Buy
1,415
+921
+186% +$58.3K ﹤0.01% 1011
2022
Q3
$29K Hold
494
﹤0.01% 826
2022
Q2
$34K Sell
494
-915
-65% -$63K ﹤0.01% 769
2022
Q1
$99K Buy
+1,409
New +$99K 0.01% 992