Sargent Bickham Lagudis’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$99.7K	Sell	1,574 -202	-11%	-$12.8K	0.01%	336
2022 Q3	$103K	Buy	1,776 +806	+83%	+$46.7K	0.01%	313
2022 Q2	$65K	Hold	970	–	–	0.01%	375
2022 Q1	$68K	Hold	970	–	–	0.01%	394
2021 Q4	$63K	Hold	970	–	–	﹤0.01%	411
2021 Q3	$58K	Hold	970	–	–	﹤0.01%	417
2021 Q2	$57K	Hold	970	–	–	﹤0.01%	427
2021 Q1	$59K	Hold	970	–	–	0.01%	411
2020 Q4	$59K	Hold	970	–	–	0.01%	398
2020 Q3	$60K	Hold	970	–	–	0.01%	355
2020 Q2	$57K	Hold	970	–	–	0.01%	338
2020 Q1	$57K	Hold	970	–	–	0.01%	322
2019 Q4	$61K	Buy	970 +110	+13%	+$6.92K	0.01%	345
2019 Q3	$55K	Hold	860	–	–	0.01%	335
2019 Q2	$50K	Hold	860	–	–	0.01%	369
2019 Q1	$48K	Hold	860	–	–	0.01%	397
2018 Q4	$43K	Hold	860	–	–	0.01%	384
2018 Q3	$42K	Hold	860	–	–	0.01%	391
2018 Q2	$41K	Hold	860	–	–	0.01%	385
2018 Q1	$39K	Hold	860	–	–	﹤0.01%	395
2017 Q4	$41K	Hold	860	–	–	﹤0.01%	401
2017 Q3	$40K	Hold	860	–	–	0.01%	401
2017 Q2	$40K	Hold	860	–	–	0.01%	389
2017 Q1	$38K	Hold	860	–	–	﹤0.01%	401
2016 Q4	$36K	Hold	860	–	–	0.01%	385
2016 Q3	$36	Sell	860 -105	-11%	-$4	0.01%	402
2016 Q2	$44K	Buy	965 +105	+12%	+$4.79K	0.01%	356
2016 Q1	$36K	Buy	+860	New	+$36K	0.01%	409