Voisard Asset Management Group’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-798
Closed -$56.4K 184
2024
Q3
$56.4K Buy
798
+163
+26% +$11.5K 0.02% 178
2024
Q2
$37.8K Buy
635
+5
+0.8% +$298 0.02% 182
2024
Q1
$38K Buy
630
+6
+1% +$362 0.02% 155
2023
Q4
$36.3K Buy
+624
New +$36.3K 0.02% 164