SW
SkyOak Wealth’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
3,000
| – | – | 0.04% | 231 |
|
|
2025
Q1 | $225K | Buy |
+3,000
| New | +$225K | 0.05% | 216 |
|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$212K | – | 262 |
|
|
2024
Q3 | $212K | Buy |
+3,000
| New | +$212K | 0.05% | 217 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$203K | – | 225 |
|
|
2022
Q2 | $203K | Hold |
3,000
| – | – | 0.07% | 191 |
|
|
2022
Q1 | $210K | Buy |
+3,000
| New | +$210K | 0.06% | 216 |
|