Baker Avenue Asset Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-191	Closed	-$10.1K	–	567
2023 Q3	$10.1K	Sell	191 -31	-14%	-$1.65K	﹤0.01%	761
2023 Q2	$13K	Buy	222 +16	+8%	+$940	﹤0.01%	700
2023 Q1	$12.6K	Sell	206 -107	-34%	-$6.57K	﹤0.01%	723
2022 Q4	$19.8K	Buy	+313	New	+$19.8K	﹤0.01%	611