MOTCO’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-156
| Closed | -$11.7K | – | 625 |
|
|
2025
Q1 | $11.7K | Buy |
+156
| New | +$11.7K | ﹤0.01% | 420 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$29K | – | 622 |
|
|
2022
Q3 | $29K | Buy |
+500
| New | +$29K | ﹤0.01% | 415 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$1K | – | 613 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 725 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 590 |
|
|
2020
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 591 |
|
|
2019
Q3 | – | Sell |
-208
| Closed | -$12K | – | 565 |
|
|
2019
Q2 | $12K | Buy |
+208
| New | +$12K | ﹤0.01% | 578 |
|
|
2018
Q1 | – | Sell |
-97
| Closed | -$5K | – | 555 |
|
|
2017
Q4 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 515 |
|