Samalin Investment Counsel’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 | $380K | Sell |
5,488
-259
| -5% | -$17.9K | 0.15% | 215 |
|
|
2025
Q1 | $432K | Buy |
5,747
+1,059
| +23% | +$79.6K | 0.18% | 180 |
|
|
2024
Q4 | $312K | Buy |
4,688
+10
| +0.2% | +$667 | 0.13% | 216 |
|
|
2024
Q3 | $330K | Sell |
4,678
-254
| -5% | -$17.9K | 0.14% | 210 |
|
|
2024
Q2 | $294K | Buy |
4,932
+194
| +4% | +$11.6K | 0.14% | 218 |
|
|
2024
Q1 | $286K | Sell |
4,738
-379
| -7% | -$22.9K | 0.14% | 222 |
|
|
2023
Q4 | $297K | Sell |
5,117
-1,014
| -17% | -$58.9K | 0.15% | 211 |
|
|
2023
Q3 | $326K | Sell |
6,131
-330
| -5% | -$17.5K | 0.19% | 168 |
|
|
2023
Q2 | $380K | Buy |
+6,461
| New | +$380K | 0.21% | 140 |
|