WR Wealth Planners’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 |
-35
| Closed | -$2.47K | – | 1122 |
|
|
2024
Q3 | $2.47K | Hold |
35
| – | – | ﹤0.01% | 865 |
|
|
2024
Q2 | $2.08K | Hold |
35
| – | – | ﹤0.01% | 881 |
|
|
2024
Q1 | $2.11K | Buy |
+35
| New | +$2.11K | ﹤0.01% | 872 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$1.86K | – | 304 |
|
|
2023
Q3 | $1.86K | Hold |
35
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $2.06K | Hold |
35
| – | – | ﹤0.01% | 770 |
|
|
2023
Q1 | $2.15K | Hold |
35
| – | – | ﹤0.01% | 765 |
|
|
2022
Q4 | $2.22K | Hold |
35
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $2.04K | Hold |
35
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $2.36K | Hold |
35
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $2.45K | Buy |
+35
| New | +$2.45K | ﹤0.01% | 414 |
|