Personal Wealth Partners’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-53	Closed	-$3K	–	138
2021 Q2	$3K	Buy	+53	New	+$3K	﹤0.01%	354
2020 Q1	–	Sell	-53	Closed	-$3K	–	163
2019 Q4	$3K	Hold	53	–	–	﹤0.01%	309
2019 Q3	$3K	Buy	+53	New	+$3K	﹤0.01%	312