LifeWealth Investments’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$487K	Sell	7,034 -173	-2%	-$12K	0.16%	113
2025 Q1	$541K	Buy	7,207 +2,378	+49%	+$179K	0.22%	86
2024 Q4	$322K	Buy	+4,829	New	+$322K	0.21%	101