WR Wealth Planners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.47K | Hold |
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|
2024
Q2 | $2.08K | Hold |
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|
2024
Q1 | $2.11K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $1.86K | Hold |
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|
2023
Q2 | $2.06K | Hold |
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|
2023
Q1 | $2.15K | Hold |
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|
2022
Q4 | $2.22K | Hold |
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|
2022
Q3 | $2.04K | Hold |
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|
2022
Q2 | $2.36K | Hold |
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|
2022
Q1 | $2.45K | Buy |
|