OneDigital Investment Advisors’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 | $264K | Sell |
3,805
-147
| -4% | -$10.2K | ﹤0.01% | 1233 |
|
|
2025
Q1 | $297K | Buy |
3,952
+738
| +23% | +$55.4K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $214K | Sell |
3,214
-411
| -11% | -$27.4K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $256K | Buy |
3,625
+187
| +5% | +$13.2K | ﹤0.01% | 1238 |
|
|
2024
Q2 | $205K | Buy |
+3,438
| New | +$205K | ﹤0.01% | 1291 |
|
|
2019
Q3 | – | Sell |
-457
| Closed | -$26K | – | 624 |
|
|
2019
Q2 | $26K | Hold |
457
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $25K | Sell |
457
-600
| -57% | -$32.8K | ﹤0.01% | 667 |
|
|
2018
Q4 | $52K | Buy |
1,057
+600
| +131% | +$29.5K | 0.01% | 450 |
|
|
2018
Q3 | $22K | Hold |
457
| – | – | 0.01% | 633 |
|
|
2018
Q2 | $22K | Buy |
457
+54
| +13% | +$2.6K | ﹤0.01% | 773 |
|
|
2018
Q1 | $18K | Buy |
+403
| New | +$18K | ﹤0.01% | 849 |
|