Pinnacle Wealth Planning Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,605
| Closed | -$255K | – | 424 |
|
|
2024
Q3 | $255K | Hold |
3,605
| – | – | 0.03% | 354 |
|
|
2024
Q2 | $215K | Hold |
3,605
| – | – | 0.03% | 400 |
|
|
2024
Q1 | $218K | Sell |
3,605
-9
| -0.2% | -$543 | 0.03% | 395 |
|
|
2023
Q4 | $210K | Buy |
+3,614
| New | +$210K | 0.03% | 388 |
|
|
2023
Q3 | – | Sell |
-3,655
| Closed | -$215K | – | 457 |
|
|
2023
Q2 | $215K | Hold |
3,655
| – | – | 0.03% | 362 |
|
|
2023
Q1 | $224K | Buy |
3,655
+5
| +0.1% | +$307 | 0.04% | 347 |
|
|
2022
Q4 | $231K | Buy |
+3,650
| New | +$231K | 0.04% | 326 |
|
|
2021
Q1 | – | Sell |
-213
| Closed | -$13K | – | 663 |
|
|
2020
Q4 | $13K | Buy |
+213
| New | +$13K | ﹤0.01% | 1297 |
|