Trifecta Capital Advisors’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 | $2.91K | Hold |
42
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $3.16K | Hold |
42
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $2.8K | Hold |
42
| – | – | ﹤0.01% | 272 |
|
|
2024
Q3 | $2.97K | Hold |
42
| – | – | ﹤0.01% | 274 |
|
|
2024
Q2 | $2.5K | Hold |
42
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $2.54K | Hold |
42
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $2.44K | Hold |
42
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $2.23K | Hold |
42
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $2.47K | Hold |
42
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $2.58K | Hold |
42
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $2.66K | Buy |
+42
| New | +$2.66K | ﹤0.01% | 271 |
|