SFSG
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Sound Financial Strategies Group’s CMS Energy CMS Stock Holding History

Sound Financial Strategies Group’s Portfolio CMS Stock Details CMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,232
Closed -$565K – 92
2021
Q1 		$565K Sell
9,232
-102
-1% -$6.24K 0.29% 61
2020
Q4 		$569K Buy
+9,334
New +$569K 0.31% 63