Global Wealth Management Investment Advisory’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-177	Closed	-$10.3K	–	199
2023 Q4	$10.3K	Hold	177	–	–	﹤0.01%	289
2023 Q3	$9.4K	Hold	177	–	–	﹤0.01%	294
2023 Q2	$10.4K	Buy	+177	New	+$10.7K	﹤0.01%	290
2022 Q3	–	Sell	-177	Closed	-$12K	–	207
2022 Q2	$12K	Hold	177	–	–	﹤0.01%	270
2022 Q1	$12K	Hold	177	–	–	﹤0.01%	301
2021 Q4	$12K	Hold	177	–	–	﹤0.01%	294
2021 Q3	$11K	Hold	177	–	–	﹤0.01%	305
2021 Q2	$10K	Hold	177	–	–	﹤0.01%	294
2021 Q1	$11K	Hold	177	–	–	﹤0.01%	302
2020 Q4	$11K	Hold	177	–	–	﹤0.01%	270
2020 Q3	$11K	Hold	177	–	–	﹤0.01%	267
2020 Q2	$10K	Hold	177	–	–	﹤0.01%	349
2020 Q1	$10K	Hold	177	–	–	0.01%	332
2019 Q4	$11K	Hold	177	–	–	﹤0.01%	342
2019 Q3	$11K	Hold	177	–	–	0.01%	310
2019 Q2	$10K	Hold	177	–	–	﹤0.01%	363
2019 Q1	$10K	Hold	177	–	–	0.01%	381
2018 Q4	$9K	Buy	+177	New	+$8.94K	0.01%	398