Operose Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44
| Closed | -$3.11K | – | 468 |
|
|
2024
Q3 | $3.11K | Hold |
44
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $2.62K | Hold |
44
| – | – | ﹤0.01% | 529 |
|
|
2024
Q1 | $2.66K | Hold |
44
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $2.56K | Hold |
44
| – | – | ﹤0.01% | 549 |
|
|
2023
Q3 | $2.34K | Buy |
+44
| New | +$2.34K | ﹤0.01% | 700 |
|