TruNorth Capital Management’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 | $49.3K | Hold |
712
| – | – | 0.01% | 166 |
|
2025
Q1 | $53.5K | Hold |
712
| – | – | 0.01% | 201 |
|
2024
Q4 | $47.5K | Hold |
712
| – | – | 0.01% | 154 |
|
2024
Q3 | $50.3K | Hold |
712
| – | – | 0.01% | 146 |
|
2024
Q2 | $42.4K | Buy |
712
+578
| +431% | +$34.4K | 0.01% | 142 |
|
2024
Q1 | $8.09K | Buy |
+134
| New | +$8.09K | ﹤0.01% | 189 |
|