Forvis Mazars Wealth Advisors’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
-5,544
Closed -$233K 206
2016
Q3
$233K Buy
5,544
+617
+13% +$25.9K 0.03% 170
2016
Q2
$226K Buy
4,927
+80
+2% +$3.67K 0.03% 173
2016
Q1
$206K Buy
+4,847
New +$206K 0.03% 183