Y-Intercept (HK)’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 | $3.23M | Buy |
+46,593
| New | +$3.23M | 0.08% | 378 |
|
|
2024
Q3 | – | Sell |
-6,966
| Closed | -$415K | – | 1371 |
|
|
2024
Q2 | $415K | Sell |
6,966
-9,723
| -58% | -$579K | 0.02% | 898 |
|
|
2024
Q1 | $1.01M | Buy |
+16,689
| New | +$1.01M | 0.08% | 387 |
|
|
2023
Q2 | – | Sell |
-9,114
| Closed | -$559K | – | 1326 |
|
|
2023
Q1 | $559K | Buy |
+9,114
| New | +$559K | 0.07% | 465 |
|
|
2022
Q2 | – | Sell |
-5,279
| Closed | -$369K | – | 900 |
|
|
2022
Q1 | $369K | Buy |
+5,279
| New | +$369K | 0.08% | 378 |
|
|
2021
Q4 | – | Sell |
-8,208
| Closed | -$490K | – | 609 |
|
|
2021
Q3 | $490K | Sell |
8,208
-4,115
| -33% | -$246K | 0.09% | 338 |
|
|
2021
Q2 | $728K | Buy |
+12,323
| New | +$728K | 0.19% | 168 |
|