Retirement Group’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-202	Closed	-$14K	–	537
2022 Q2	$14K	Hold	202	–	–	0.01%	376
2022 Q1	$14K	Buy	202 +39	+24%	+$2.7K	0.01%	397
2021 Q4	$11K	Buy	+163	New	+$11K	﹤0.01%	405