Cary Street Partners Investment Advisory’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	-333	Closed	-$17.7K	–	840
2023 Q3	$17.7K	Buy	333 +33	+11%	+$1.75K	﹤0.01%	1155
2023 Q2	$17.6K	Sell	300 -977	-77%	-$57.4K	﹤0.01%	1082
2023 Q1	$78.4K	Buy	1,277 +1,225	+2,356%	+$75.2K	0.01%	644
2022 Q4	$3.29K	Buy	+52	New	+$3.29K	﹤0.01%	1419