Avior Wealth Management’s CMS Energy CMS Stock Holding History

Avior Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.67K	Buy
2024 Q3	$1.34K	Sell
2024 Q2	$1.55K	Sell
2024 Q1	$29.4K	Buy
2020 Q4	–	Sell
2020 Q3	$6K	Hold
2020 Q2	$5K	Buy