Strait & Sound Wealth Management’s CMS Energy CMS Stock Holding History

Strait & Sound Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$255K	Hold
2024 Q4	$226K	Hold
2024 Q3	$240K	Sell
2024 Q2	$207K	Hold
2024 Q1	$201K	Buy
2023 Q3	–	Sell
2023 Q2	$211K	Hold
2023 Q1	$220K	Buy
2022 Q4	$221K	Buy