Simplicity Wealth’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,471	Closed	-$564K	–	621
2024 Q2	$564K	Sell	9,471 -367	-4%	-$21.8K	0.01%	706
2024 Q1	$594K	Buy	+9,838	New	+$594K	0.01%	672