TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-79
| Closed | -$4.77K | – | 202 |
|
|
2024
Q1 | $4.77K | Hold |
79
| – | – | ﹤0.01% | 105 |
|
|
2023
Q4 | $4.59K | Hold |
79
| – | – | ﹤0.01% | 111 |
|
|
2023
Q3 | $4.64K | Hold |
79
| – | – | ﹤0.01% | 178 |
|
|
2023
Q2 | $4.64K | Hold |
79
| – | – | ﹤0.01% | 167 |
|
|
2023
Q1 | $4.85K | Buy |
79
+71
| +888% | +$4.36K | ﹤0.01% | 128 |
|
|
2022
Q4 | $2.65K | Buy |
+8
| New | +$2.65K | ﹤0.01% | 223 |
|