Sound Income Strategies’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 | $8.76K | Buy |
126
+15
| +14% | +$1.04K | ﹤0.01% | 970 |
|
|
2025
Q1 | $8.36K | Sell |
111
-10
| -8% | -$753 | ﹤0.01% | 951 |
|
|
2024
Q4 | $8.08K | Hold |
121
| – | – | ﹤0.01% | 885 |
|
|
2024
Q3 | $8.56K | Buy |
121
+10
| +9% | +$707 | ﹤0.01% | 828 |
|
|
2024
Q2 | $6.61K | Sell |
111
-28
| -20% | -$1.67K | ﹤0.01% | 873 |
|
|
2024
Q1 | $8.39K | Hold |
139
| – | – | ﹤0.01% | 802 |
|
|
2023
Q4 | $8.07K | Sell |
139
-65
| -32% | -$3.78K | ﹤0.01% | 788 |
|
|
2023
Q3 | $10.8K | Hold |
204
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $12K | Hold |
204
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $12.5K | Buy |
204
+75
| +58% | +$4.6K | ﹤0.01% | 508 |
|
|
2022
Q4 | $8.17K | Buy |
129
+11
| +9% | +$697 | ﹤0.01% | 564 |
|
|
2022
Q3 | $7K | Sell |
118
-17
| -13% | -$1.01K | ﹤0.01% | 523 |
|
|
2022
Q2 | $9K | Hold |
135
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $9K | Buy |
135
+117
| +650% | +$7.8K | ﹤0.01% | 492 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 772 |
|