Tradition Wealth Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-63	Closed	-$4K	–	529
2023 Q4	$4K	Buy	63 +10	+19%	+$635	﹤0.01%	1171
2023 Q3	$3K	Sell	53 -5	-9%	-$283	﹤0.01%	1286
2023 Q2	$3K	Sell	58 -5	-8%	-$259	﹤0.01%	1318
2023 Q1	$4K	Buy	+63	New	+$4K	﹤0.01%	1193