WealthTrak Capital Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.08K	Sell	30 -5	-14%	-$347	﹤0.01%	433
2025 Q1	$2.63K	Buy	35 +25	+250%	+$1.88K	﹤0.01%	324
2024 Q4	$667	Buy	+10	New	+$667	﹤0.01%	511