Spire Wealth Management’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 | $77.5K | Sell |
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|
2025
Q2 | $105K | Sell |
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|
2025
Q1 | $191K | Buy |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $163K | Sell |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $114K | Buy |
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|
2023
Q3 | $100K | Buy |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $65K | Buy |
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|
2022
Q3 | $54K | Sell |
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|
2022
Q2 | $97K | Sell |
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|
2022
Q1 | $159K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $151K | Sell |
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|
2021
Q1 | $318K | Buy |
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