VWA
CMS icon

Valued Wealth Advisors’s CMS Energy CMS Stock Holding History

Valued Wealth Advisors’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$832 Hold
12
– – ﹤0.01% 468
2025
Q1 		$902 Hold
12
– – ﹤0.01% 498
2024
Q4 		$800 Hold
12
– – ﹤0.01% 503
2024
Q3 		$848 Buy
+12
New +$848 ﹤0.01% 475