Sound Income Strategies’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.6K | Buy |
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|
2025
Q2 | $8.76K | Buy |
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|
2025
Q1 | $8.36K | Sell |
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|
2024
Q4 | $8.08K | Hold |
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|
2024
Q3 | $8.56K | Buy |
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|
2024
Q2 | $6.61K | Sell |
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|
2024
Q1 | $8.39K | Hold |
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|
2023
Q4 | $8.07K | Sell |
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|
2023
Q3 | $10.8K | Hold |
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|
2023
Q2 | $12K | Hold |
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|
2023
Q1 | $12.5K | Buy |
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|
2022
Q4 | $8.17K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Buy |
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