Level Four 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
2019
Q1
Sell
-4,209
Closed -$209K 514
2018
Q4
$209K Sell
4,209
-1,662
-28% -$82.5K 0.03% 473
2018
Q3
$288K Sell
5,871
-109
-2% -$5.35K 0.03% 469
2018
Q2
$282K Buy
+5,980
New +$282K 0.02% 494