Valley Wealth Managers’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 |
-500
| Closed | -$29.4K | – | 375 |
|
|
2023
Q2 | $29.4K | Hold |
500
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $30.7K | Hold |
500
| – | – | ﹤0.01% | 236 |
|
|
2022
Q4 | $31.7K | Hold |
500
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $34K | Buy |
+500
| New | +$34K | ﹤0.01% | 270 |
|