Endurance 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
2023 Q2	$235K	Hold	4,000	–	–	0.03%	178
2023 Q1	$246K	Hold	4,000	–	–	0.03%	174
2022 Q4	$253K	Hold	4,000	–	–	0.04%	166
2022 Q3	$233K	Hold	4,000	–	–	0.04%	169
2022 Q2	$270K	Hold	4,000	–	–	0.04%	171
2022 Q1	$280K	Hold	4,000	–	–	0.04%	177
2021 Q4	$260K	Hold	4,000	–	–	0.03%	193
2021 Q3	$238K	Hold	4,000	–	–	0.03%	204
2021 Q2	$236K	Hold	4,000	–	–	0.03%	206
2021 Q1	$245K	Hold	4,000	–	–	0.03%	198
2020 Q4	$244K	Hold	4,000	–	–	0.03%	189
2020 Q3	$246K	Hold	4,000	–	–	0.04%	175
2020 Q2	$234K	Hold	4,000	–	–	0.04%	173
2020 Q1	$235K	Hold	4,000	–	–	0.05%	160
2019 Q4	$251K	Hold	4,000	–	–	0.04%	167
2019 Q3	$256K	Hold	4,000	–	–	0.04%	164
2019 Q2	$232K	Hold	4,000	–	–	0.04%	168
2019 Q1	$222K	Hold	4,000	–	–	0.04%	167
2018 Q4	$199K	Sell	4,000 -500	-11%	-$24.9K	0.04%	160
2018 Q3	$221K	Hold	4,500	–	–	0.03%	163
2018 Q2	$213K	Sell	4,500 -500	-10%	-$23.7K	0.04%	168
2018 Q1	$226K	Hold	5,000	–	–	0.04%	167
2017 Q4	$237K	Hold	5,000	–	–	0.04%	160
2017 Q3	$232K	Hold	5,000	–	–	0.04%	158
2017 Q2	$231K	Hold	5,000	–	–	0.04%	160
2017 Q1	$224K	Hold	5,000	–	–	0.04%	156
2016 Q4	$208K	Hold	5,000	–	–	0.04%	162
2016 Q3	$203K	Hold	5,000	–	–	0.04%	164
2016 Q2	$229K	Hold	5,000	–	–	0.04%	149
2016 Q1	$212	Hold	5,000	–	–	0.03%	155
2015 Q4	$180K	Hold	5,000	–	–	0.03%	170
2015 Q3	$179K	Hold	5,000	–	–	0.03%	176
2015 Q2	$159K	Buy	+5,000	New	+$159K	0.03%	183