Heritage Wealth Management (Arizona)’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$3.04K	Buy	+48	New	+$3.04K	﹤0.01%	938
2021 Q2	–	Sell	-350	Closed	-$21K	–	902
2021 Q1	$21K	Buy	+350	New	+$21K	0.01%	484