True Wealth Design’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.23K | Buy |
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|
2025
Q2 | $5.47K | Sell |
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|
2025
Q1 | $7.74K | Buy |
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|
2024
Q4 | $1.13K | Buy |
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|
2024
Q3 | $1.06K | Buy |
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|
2024
Q2 | $774 | Buy |
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|
2024
Q1 | $423 | Buy |
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|
2023
Q4 | $233 | Hold |
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|
2023
Q3 | $213 | Hold |
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|
2023
Q2 | $235 | Hold |
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|
2023
Q1 | $246 | Hold |
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|
2022
Q4 | $253 | Buy |
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