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Telemus Capital’s CMS Energy CMS Stock Holding History

Telemus Capital’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
2023
Q4 		$930K Sell
16,013
-1,000
-6% -$55.8K 0.08% 172
2023
Q3 		$904K Sell
17,013
-1,666
-9% -$96.5K 0.08% 169
2023
Q2 		$1.1M Sell
18,679
-24
-0.1% -$1.45K 0.09% 156
2023
Q1 		$1.15M Sell
18,703
-2,976
-14% -$183K 0.1% 160
2022
Q4 		$1.4M Buy
21,679
+36
+0.2% +$2.13K 0.13% 146
2022
Q3 		$1.26M Buy
21,643
+24
+0.1% +$1.61K 0.13% 143
2022
Q2 		$1.46M Buy
+21,619
New +$1.49M 0.14% 136
2022
Q1 		– Sell
-67,785
Closed -$4.41M – 350
2021
Q4 		$4.41M Sell
67,785
-62,064
-48% -$3.81M 0.36% 73
2021
Q3 		$7.76M Buy
129,849
+452
+0.3% +$28.2K 0.66% 42
2021
Q2 		$7.64M Hold
129,397
– – 0.55% 46
2021
Q1 		$7.96M Sell
129,397
-17,750
-12% -$1.02M 0.55% 46
2020
Q4 		$8.98M Buy
+147,147
New +$9.2M 0.67% 37

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