Concert 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
2016 Q4	–	Sell	-13,733	Closed	-$582K	–	528
2016 Q3	$582K	Hold	13,733	–	–	0.07%	344
2016 Q2	$627K	Buy	13,733 +211	+2%	+$9.63K	0.09%	296
2016 Q1	$575K	Buy	+13,522	New	+$575K	0.08%	322