Wealthspire Advisors (Maryland)’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,995	Closed	-$111K	–	770
2019 Q1	$111K	Sell	1,995 -506	-20%	-$26.7K	0.01%	602
2018 Q4	$124K	Sell	2,501 -315	-11%	-$15.9K	0.01%	540
2018 Q3	$138K	Sell	2,816 -312	-10%	-$15.2K	0.01%	561
2018 Q2	$148K	Buy	3,128 +2,276	+267%	+$103K	0.01%	558
2018 Q1	$39K	Buy	852 +14	+2%	+$614	﹤0.01%	1079
2017 Q4	$40K	Buy	838 +211	+34%	+$10.2K	﹤0.01%	1094
2017 Q3	$29K	Buy	627 +108	+21%	+$5.1K	﹤0.01%	1166
2017 Q2	$24K	Buy	519 +89	+21%	+$4.12K	﹤0.01%	1193
2017 Q1	$19K	Buy	430 +249	+138%	+$10.8K	﹤0.01%	1096
2016 Q4	$8K	Buy	181 +127	+235%	+$5.19K	﹤0.01%	1286
2016 Q3	$2K	Sell	54 -1,666	-97%	-$72.7K	﹤0.01%	1535
2016 Q2	$79K	Sell	1,720 -86	-5%	-$3.61K	0.01%	595
2016 Q1	$77K	Sell	1,806 -403	-18%	-$15.8K	0.01%	591
2015 Q4	$80K	Buy	+2,209	New	+$78.7K	0.01%	585