SteelPeak Wealth’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 | – | Sell |
-32,159
| Closed | -$2.42M | – | 519 |
|
|
2025
Q1 | $2.42M | Buy |
+32,159
| New | +$2.42M | 0.1% | 153 |
|
|
2022
Q4 | – | Sell |
-24,440
| Closed | -$1.42M | – | 406 |
|
|
2022
Q3 | $1.42M | Buy |
24,440
+721
| +3% | +$42K | 0.11% | 137 |
|
|
2022
Q2 | $1.6M | Buy |
+23,719
| New | +$1.6M | 0.12% | 127 |
|