Financial Architects (New Jersey)’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,741	Closed	-$97K	–	1238
2019 Q1	$97K	Buy	1,741 +91	+6%	+$4.8K	0.02%	456
2018 Q4	$82K	Hold	1,650	–	–	0.02%	442
2018 Q3	$81K	Buy	1,650 +268	+19%	+$13.1K	0.01%	516
2018 Q2	$65K	Buy	1,382 +99	+8%	+$4.47K	0.01%	495
2018 Q1	$58K	Sell	1,283 -142	-10%	-$6.23K	0.01%	573
2017 Q4	$67K	Hold	1,425	–	–	0.01%	596
2017 Q3	$66K	Sell	1,425 -18	-1%	-$849	0.01%	604
2017 Q2	$67K	Buy	1,443 +220	+18%	+$10.2K	0.01%	577
2017 Q1	$55K	Buy	1,223 +46	+4%	+$1.99K	0.01%	628
2016 Q4	$49K	Buy	1,177 +162	+16%	+$6.62K	0.01%	575
2016 Q3	$43K	Hold	1,015	–	–	0.01%	618
2016 Q2	$47K	Buy	+1,015	New	+$42.6K	0.01%	546