Cassady Schiller Wealth Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.87K	Buy	+28	New	+$1.87K	﹤0.01%	593
2023 Q1	–	Sell	-78	Closed	-$4.94K	–	471
2022 Q4	$4.94K	Buy	+78	New	+$4.94K	﹤0.01%	368