Stableford Capital II’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-29,402	Closed	-$1.79M	–	118
2020 Q4	$1.79M	Sell	29,402 -139	-0.5%	-$8.48K	1.05%	26
2020 Q3	$1.81M	Buy	29,541 +14,508	+97%	+$891K	1.24%	23
2020 Q2	$878K	Buy	+15,033	New	+$878K	0.66%	37