PDS Planning’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,614	Closed	-$385K	–	228
2022 Q3	$385K	Buy	6,614 +22	+0.3%	+$1.28K	0.07%	105
2022 Q2	$445K	Buy	6,592 +132	+2%	+$8.91K	0.08%	105
2022 Q1	$452K	Buy	+6,460	New	+$452K	0.08%	101