Rothschild Investment LLC’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 | $110K | Sell |
1,593
-41
| -3% | -$2.84K | 0.01% | 622 |
|
|
2025
Q1 | $123K | Buy |
1,634
+31
| +2% | +$2.33K | 0.01% | 593 |
|
|
2024
Q4 | $107K | Buy |
1,603
+8
| +0.5% | +$533 | 0.01% | 623 |
|
|
2024
Q3 | $113K | Buy |
1,595
+50
| +3% | +$3.53K | 0.01% | 626 |
|
|
2024
Q2 | $92K | Buy |
1,545
+60
| +4% | +$3.57K | 0.01% | 641 |
|
|
2024
Q1 | $89.6K | Sell |
1,485
-82
| -5% | -$4.95K | 0.01% | 616 |
|
|
2023
Q4 | $91K | Buy |
+1,567
| New | +$91K | 0.01% | 550 |
|