Tilia Fiduciary Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-335
| Closed | -$19.7K | – | 165 |
|
|
2023
Q2 | $19.7K | Hold |
335
| – | – | 0.02% | 300 |
|
|
2023
Q1 | $20.6K | Hold |
335
| – | – | 0.02% | 292 |
|
|
2022
Q4 | $21.2K | Hold |
335
| – | – | 0.02% | 281 |
|
|
2022
Q3 | $19K | Hold |
335
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $22K | Hold |
335
| – | – | 0.02% | 283 |
|
|
2022
Q1 | $23K | Hold |
335
| – | – | 0.02% | 297 |
|
|
2021
Q4 | $22K | Buy |
+335
| New | +$22K | 0.02% | 319 |
|