SSWM
Strait & Sound Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,393
| Closed | -$255K | – | 146 |
|
|
2025
Q1 | $255K | Hold |
3,393
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $226K | Hold |
3,393
| – | – | 0.1% | 136 |
|
|
2024
Q3 | $240K | Sell |
3,393
-81
| -2% | -$5.72K | 0.12% | 128 |
|
|
2024
Q2 | $207K | Hold |
3,474
| – | – | 0.11% | 139 |
|
|
2024
Q1 | $201K | Buy |
+3,474
| New | +$201K | 0.11% | 127 |
|
|
2023
Q3 | – | Sell |
-3,589
| Closed | -$211K | – | 131 |
|
|
2023
Q2 | $211K | Hold |
3,589
| – | – | 0.21% | 101 |
|
|
2023
Q1 | $220K | Buy |
3,589
+115
| +3% | +$7.06K | 0.22% | 104 |
|
|
2022
Q4 | $221K | Buy |
+3,474
| New | +$221K | 0.24% | 100 |
|