True Wealth Design’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 | $5.47K | Sell |
79
-24
| -23% | -$1.66K | ﹤0.01% | 771 |
|
|
2025
Q1 | $7.74K | Buy |
103
+86
| +506% | +$6.46K | ﹤0.01% | 549 |
|
|
2024
Q4 | $1.13K | Buy |
17
+2
| +13% | +$133 | ﹤0.01% | 900 |
|
|
2024
Q3 | $1.06K | Buy |
15
+2
| +15% | +$141 | ﹤0.01% | 962 |
|
|
2024
Q2 | $774 | Buy |
13
+6
| +86% | +$357 | ﹤0.01% | 570 |
|
|
2024
Q1 | $423 | Buy |
7
+3
| +75% | +$181 | ﹤0.01% | 657 |
|
|
2023
Q4 | $233 | Hold |
4
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $213 | Hold |
4
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $235 | Hold |
4
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $246 | Hold |
4
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $253 | Buy |
+4
| New | +$253 | ﹤0.01% | 618 |
|