Strategic Wealth Partners’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 | $6.93K | Buy |
+100
| New | +$6.93K | ﹤0.01% | 848 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$9K | – | 735 |
|
|
2019
Q2 | $9K | Sell |
165
-1,270
| -89% | -$69.3K | ﹤0.01% | 566 |
|
|
2019
Q1 | $79K | Hold |
1,435
| – | – | 0.04% | 199 |
|
|
2018
Q4 | $72K | Hold |
1,435
| – | – | 0.04% | 199 |
|
|
2018
Q3 | $70K | Hold |
1,435
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $68K | Hold |
1,435
| – | – | 0.04% | 231 |
|
|
2018
Q1 | $65K | Buy |
+1,435
| New | +$65K | 0.03% | 225 |
|