SLWA

San Luis Wealth Advisors’s CMS Energy CMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,007	Closed	-$521K	–	138
2022 Q1	$521K	Buy	+8,007	New	+$521K	0.25%	82
2021 Q4	–	Sell	-15,800	Closed	-$944K	–	97
2021 Q3	$944K	Buy	+15,800	New	+$944K	0.53%	55