NewEdge Wealth’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 | $344K | Sell |
4,621
-86
| -2% | -$6.41K | 0.01% | 795 |
|
|
2025
Q1 | $354K | Sell |
4,707
-830
| -15% | -$62.3K | 0.01% | 737 |
|
|
2024
Q4 | $369K | Buy |
5,537
+230
| +4% | +$15.3K | 0.01% | 709 |
|
|
2024
Q3 | $375K | Buy |
+5,307
| New | +$375K | 0.01% | 673 |
|
|
2024
Q2 | – | Sell |
-3,342
| Closed | -$205K | – | 774 |
|
|
2024
Q1 | $205K | Buy |
+3,342
| New | +$205K | ﹤0.01% | 765 |
|