Personal CFO Solutions’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,609	Closed	-$298K	–	521
2023 Q3	$298K	Sell	5,609 -108	-2%	-$5.74K	0.06%	321
2023 Q2	$336K	Buy	+5,717	New	+$336K	0.07%	305