Mattson Financial Services’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	–	Sell	-304	Closed	-$22.8K	–	193
2025 Q1	$22.8K	Sell	304 -1,327	-81%	-$99.7K	0.01%	222
2024 Q4	$115K	Buy	1,631 +1,452	+811%	+$103K	0.04%	149
2024 Q3	$10.7K	Hold	179	–	–	﹤0.01%	211
2024 Q2	$10.7K	Buy	+179	New	+$10.7K	﹤0.01%	211