Private Advisory Group’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,390	Closed	-$375K	–	112
2020 Q1	$375K	Sell	6,390 -634	-9%	-$37.2K	0.19%	71
2019 Q4	$441K	Sell	7,024 -187	-3%	-$11.7K	0.18%	73
2019 Q3	$461K	Buy	+7,211	New	+$461K	0.2%	70