Insigneo Advisory Services’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,838	Closed	-$271K	–	641
2024 Q3	$271K	Sell	3,838 -442	-10%	-$31.2K	0.03%	473
2024 Q2	$276K	Buy	4,280 +322	+8%	+$20.8K	0.03%	428
2024 Q1	$239K	Buy	+3,958	New	+$239K	0.03%	434