TA
TFB Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
3,441
+9
| +0.3% | +$624 | 0.06% | 299 |
|
|
2025
Q1 | $258K | Buy |
3,432
+4
| +0.1% | +$300 | 0.07% | 277 |
|
|
2024
Q4 | $228K | Sell |
3,428
-21
| -0.6% | -$1.4K | 0.07% | 293 |
|
|
2024
Q3 | $244K | Buy |
3,449
+59
| +2% | +$4.17K | 0.07% | 275 |
|
|
2024
Q2 | $202K | Buy |
+3,390
| New | +$202K | 0.07% | 283 |
|