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True Link Financial Advisors’s CMS Energy CMS Stock Holding History

True Link Financial Advisors’s Portfolio CMS Stock Details CMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20
Closed -$1K – 765
2021
Q3 		$1K Hold
20
– – ﹤0.01% 768
2021
Q2 		$1K Buy
+20
New +$1K ﹤0.01% 702