Independent Advisor Alliance’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,829	Closed	-$241K	–	464
2019 Q4	$241K	Sell	3,829 -141	-4%	-$8.88K	0.01%	756
2019 Q3	$254K	Sell	3,970 -100	-2%	-$6.4K	0.03%	370
2019 Q2	$236K	Sell	4,070 -89	-2%	-$5.16K	0.03%	346
2019 Q1	$231K	Buy	+4,159	New	+$231K	0.03%	368