Newbridge Financial Services Group’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-114	Closed	-$6.62K	–	1197
2023 Q4	$6.62K	Hold	114	–	–	﹤0.01%	818
2023 Q3	$6.05K	Hold	114	–	–	﹤0.01%	913
2023 Q2	$6.7K	Hold	114	–	–	﹤0.01%	961
2023 Q1	$7K	Hold	114	–	–	﹤0.01%	986
2022 Q4	$7.22K	Hold	114	–	–	﹤0.01%	988
2022 Q3	$7K	Hold	114	–	–	﹤0.01%	966
2022 Q2	$8K	Hold	114	–	–	0.01%	911
2022 Q1	$8K	Hold	114	–	–	﹤0.01%	986
2021 Q4	$7K	Hold	114	–	–	﹤0.01%	986
2021 Q3	$7K	Hold	114	–	–	﹤0.01%	945
2021 Q2	$7K	Hold	114	–	–	﹤0.01%	1046
2021 Q1	$7K	Hold	114	–	–	0.01%	974
2020 Q4	$7K	Hold	114	–	–	0.01%	782
2020 Q3	$7K	Buy	+114	New	+$6.98K	0.01%	746