Avantax Planning Partners’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-219
Closed -$11K 445
2018
Q3
$11K Buy
+219
New +$11K ﹤0.01% 850
2018
Q2
Sell
-298
Closed -$13K 462
2018
Q1
$13K Buy
+298
New +$13K ﹤0.01% 930