Wolff Wiese Magana’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 | $693 | Hold |
10
| – | – | ﹤0.01% | 876 |
|
2025
Q1 | $752 | Hold |
10
| – | – | ﹤0.01% | 882 |
|
2024
Q4 | $667 | Hold |
10
| – | – | ﹤0.01% | 858 |
|
2024
Q3 | $707 | Hold |
10
| – | – | ﹤0.01% | 889 |
|
2024
Q2 | $596 | Buy |
+10
| New | +$596 | ﹤0.01% | 689 |
|
2023
Q1 | – | Sell |
-5
| Closed | -$317 | – | 779 |
|
2022
Q4 | $317 | Buy |
+5
| New | +$317 | ﹤0.01% | 687 |
|
2021
Q4 | – | Sell |
-92
| Closed | -$5K | – | 803 |
|
2021
Q3 | $5K | Sell |
92
-5
| -5% | -$272 | ﹤0.01% | 614 |
|
2021
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 592 |
|
2021
Q1 | $6K | Buy |
97
+13
| +15% | +$804 | ﹤0.01% | 556 |
|
2020
Q4 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 525 |
|