Pathstone Family Office’s CMS Energy CMS Stock Holding History

Pathstone Family Office’s Portfolio CMS Stock Details CMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$728K	Buy
2023 Q2	$344K	Sell
2023 Q1	$443K	Sell
2022 Q4	$812K	Buy
2022 Q3	$925K	Buy
2022 Q2	$341K	Buy
2021 Q1	–	Sell
2020 Q4	$14K	Buy
2020 Q3	$2K	Hold
2020 Q2	$2K	Hold
2020 Q1	$2K	Buy