LRI Investments’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-187	Closed	-$11.1K	–	1161
2024 Q2	$11.1K	Hold	187	–	–	﹤0.01%	729
2024 Q1	$11.3K	Buy	+187	New	+$11.3K	﹤0.01%	481