Spire Wealth Management’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 | $105K | Sell |
1,511
-1,039
| -41% | -$72K | ﹤0.01% | 949 |
|
|
2025
Q1 | $191K | Buy |
2,550
+154
| +6% | +$11.6K | 0.01% | 833 |
|
|
2024
Q4 | $160K | Buy |
2,396
+93
| +4% | +$6.2K | 0.01% | 881 |
|
|
2024
Q3 | $163K | Sell |
2,303
-323
| -12% | -$22.8K | 0.01% | 782 |
|
|
2024
Q2 | $156K | Sell |
2,626
-52
| -2% | -$3.1K | 0.01% | 777 |
|
|
2024
Q1 | $162K | Buy |
2,678
+658
| +33% | +$39.7K | ﹤0.01% | 833 |
|
|
2023
Q4 | $114K | Buy |
2,020
+133
| +7% | +$7.51K | ﹤0.01% | 957 |
|
|
2023
Q3 | $100K | Buy |
1,887
+73
| +4% | +$3.88K | ﹤0.01% | 953 |
|
|
2023
Q2 | $107K | Buy |
1,814
+4
| +0.2% | +$235 | ﹤0.01% | 950 |
|
|
2023
Q1 | $111K | Buy |
1,810
+779
| +76% | +$47.8K | ﹤0.01% | 940 |
|
|
2022
Q4 | $65K | Buy |
1,031
+99
| +11% | +$6.24K | ﹤0.01% | 893 |
|
|
2022
Q3 | $54K | Sell |
932
-507
| -35% | -$29.4K | ﹤0.01% | 921 |
|
|
2022
Q2 | $97K | Sell |
1,439
-832
| -37% | -$56.1K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $159K | Sell |
2,271
-2,633
| -54% | -$184K | ﹤0.01% | 982 |
|
|
2021
Q4 | $319K | Buy |
4,904
+2,332
| +91% | +$152K | 0.01% | 880 |
|
|
2021
Q3 | $154K | Buy |
2,572
+20
| +0.8% | +$1.2K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $151K | Sell |
2,552
-2,656
| -51% | -$157K | ﹤0.01% | 1041 |
|
|
2021
Q1 | $318K | Buy |
+5,208
| New | +$318K | 0.01% | 831 |
|