West Family Investments’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 | – | Sell |
-2,802
| Closed | -$210K | – | 369 |
|
|
2025
Q1 | $210K | Buy |
+2,802
| New | +$210K | 0.08% | 233 |
|
|
2022
Q4 | – | Sell |
-3,949
| Closed | -$230K | – | 247 |
|
|
2022
Q3 | $230K | Sell |
3,949
-715
| -15% | -$41.6K | 0.1% | 187 |
|
|
2022
Q2 | $315K | Sell |
4,664
-180
| -4% | -$12.2K | 0.12% | 148 |
|
|
2022
Q1 | $339K | Buy |
4,844
+84
| +2% | +$5.88K | 0.1% | 172 |
|
|
2021
Q4 | $310K | Buy |
+4,760
| New | +$310K | 0.08% | 194 |
|
|
2021
Q3 | – | Sell |
-4,361
| Closed | -$258K | – | 346 |
|
|
2021
Q2 | $258K | Buy |
+4,361
| New | +$258K | 0.07% | 259 |
|