NAAA
New Age Alpha Advisors’s CMS Energy CMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.14K | Sell |
103
-787
| -88% | -$54.5K | ﹤0.01% | 814 |
|
2025
Q1 | $66.8K | Sell |
890
-2,707
| -75% | -$203K | ﹤0.01% | 786 |
|
2024
Q4 | $240K | Buy |
3,597
+3,348
| +1,345% | +$223K | 0.01% | 629 |
|
2024
Q3 | $17.6K | Buy |
+249
| New | +$17.6K | 0.01% | 84 |
|