Turtle Creek 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
2024
Q1
Sell
-214
Closed -$12.4K 319
2023
Q4
$12.4K Buy
+214
New +$12.4K ﹤0.01% 515