Rise 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 | $1.32K | Hold |
19
| – | – | ﹤0.01% | 1247 |
|
|
2025
Q1 | $1.43K | Sell |
19
-178
| -90% | -$13.4K | ﹤0.01% | 1202 |
|
|
2024
Q4 | $13.1K | Buy |
197
+2
| +1% | +$133 | 0.01% | 889 |
|
|
2024
Q3 | $13.8K | Buy |
195
+1
| +0.5% | +$71 | 0.01% | 912 |
|
|
2024
Q2 | $11.5K | Buy |
194
+2
| +1% | +$119 | 0.01% | 958 |
|
|
2024
Q1 | $11.6K | Buy |
+192
| New | +$11.6K | 0.01% | 1016 |
|