VFA
Values First Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-790
| Closed | -$55.8K | – | 237 |
|
|
2024
Q3 | $55.8K | Buy |
+790
| New | +$55.8K | 0.03% | 231 |
|
|
2023
Q4 | – | Sell |
-5,377
| Closed | -$286K | – | 166 |
|
|
2023
Q3 | $286K | Buy |
5,377
+473
| +10% | +$25.1K | 0.18% | 124 |
|
|
2023
Q2 | $288K | Sell |
4,904
-60
| -1% | -$3.53K | 0.17% | 134 |
|
|
2023
Q1 | $305K | Buy |
4,964
+202
| +4% | +$12.4K | 0.19% | 115 |
|
|
2022
Q4 | $302K | Buy |
4,762
+279
| +6% | +$17.7K | 0.21% | 116 |
|
|
2022
Q3 | $261K | Buy |
4,483
+1,473
| +49% | +$85.8K | 0.19% | 117 |
|
|
2022
Q2 | $203K | Buy |
+3,010
| New | +$203K | 0.14% | 135 |
|