Coppell Advisory Solutions’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	–	Sell	-14	Closed	-$986	–	2000
2024 Q3	$986	Buy	+14	New	+$986	﹤0.01%	1576
2023 Q4	$1.68K	Buy	+29	New	+$1.68K	﹤0.01%	1321