TCI Wealth Advisors’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-243	Closed	-$14.9K	–	607
2023 Q1	$14.9K	Buy	243 +157	+183%	+$9.64K	﹤0.01%	854
2022 Q4	$5.45K	Sell	86 -87	-50%	-$5.51K	﹤0.01%	1469
2022 Q3	$10K	Sell	173 -66	-28%	-$3.82K	﹤0.01%	993
2022 Q2	$16K	Sell	239 -2	-0.8%	-$134	﹤0.01%	725
2022 Q1	$17K	Sell	241 -2	-0.8%	-$141	﹤0.01%	759
2021 Q4	$16K	Sell	243 -48	-16%	-$3.16K	﹤0.01%	810
2021 Q3	$17K	Buy	291 +209	+255%	+$12.2K	﹤0.01%	733
2021 Q2	$5K	Hold	82	–	–	﹤0.01%	1396
2021 Q1	$5K	Hold	82	–	–	﹤0.01%	1214
2020 Q4	$5K	Hold	82	–	–	﹤0.01%	830
2020 Q3	$5K	Hold	82	–	–	﹤0.01%	736
2020 Q2	$5K	Sell	82 -30	-27%	-$1.83K	﹤0.01%	713
2020 Q1	$7K	Buy	112 +24	+27%	+$1.5K	﹤0.01%	621
2019 Q4	$6K	Buy	88 +8	+10%	+$545	﹤0.01%	797
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	789
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	753
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	826
2018 Q4	$4K	Buy	80 +5	+7%	+$250	﹤0.01%	799
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	824
2018 Q2	$4K	Buy	75 +5	+7%	+$267	﹤0.01%	829
2018 Q1	$3K	Hold	70	–	–	﹤0.01%	834
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	889
2017 Q3	$3K	Hold	70	–	–	﹤0.01%	831
2017 Q2	$3K	Hold	70	–	–	﹤0.01%	861
2017 Q1	$3K	Hold	70	–	–	﹤0.01%	831
2016 Q4	$3K	Hold	70	–	–	﹤0.01%	899
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	846
2016 Q2	$3K	Hold	70	–	–	﹤0.01%	824
2016 Q1	$3K	Buy	+70	New	+$3K	﹤0.01%	827