Fiduciary Alliance’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,195	Closed	-$70.2K	–	302
2023 Q2	$70.2K	Buy	+1,195	New	+$70.2K	0.02%	267
2023 Q1	–	Sell	-12	Closed	-$731	–	276
2022 Q4	$731	Buy	+12	New	+$731	﹤0.01%	821