RWM
Ruedi Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43
| Closed | -$3.23K | – | 105 |
|
|
2025
Q1 | $3.23K | Hold |
43
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $2.87K | Hold |
43
| – | – | ﹤0.01% | 249 |
|
|
2024
Q3 | $3.04K | Sell |
43
-1
| -2% | -$71 | ﹤0.01% | 251 |
|
|
2024
Q2 | $2.62K | Buy |
44
+1
| +2% | +$60 | ﹤0.01% | 303 |
|
|
2024
Q1 | $2.6K | Hold |
43
| – | – | ﹤0.01% | 224 |
|
|
2023
Q4 | $2.5K | Buy |
+43
| New | +$2.5K | ﹤0.01% | 201 |
|