Riverview Trust Company’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 | – | Sell |
-222
| Closed | -$16.7K | – | 287 |
|
|
2025
Q1 | $16.7K | Hold |
222
| – | – | 0.02% | 503 |
|
|
2024
Q4 | $14.8K | Hold |
222
| – | – | 0.01% | 550 |
|
|
2024
Q3 | $15.7K | Hold |
222
| – | – | 0.01% | 565 |
|
|
2024
Q2 | $13.2K | Hold |
222
| – | – | 0.01% | 579 |
|
|
2024
Q1 | $13.4K | Buy |
+222
| New | +$13.4K | 0.01% | 611 |
|
|
2023
Q4 | – | Sell |
-222
| Closed | -$11.8K | – | 194 |
|
|
2023
Q3 | $11.8K | Hold |
222
| – | – | 0.01% | 644 |
|
|
2023
Q2 | $13K | Hold |
222
| – | – | 0.01% | 625 |
|
|
2023
Q1 | $13.6K | Hold |
222
| – | – | 0.01% | 559 |
|
|
2022
Q4 | $14K | Buy |
+222
| New | +$14K | 0.01% | 464 |
|