Winnow Wealth’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
Sell
-9
Closed -$635 259
2025
Q1
$635 Buy
9
+3
+50% +$212 ﹤0.01% 464
2024
Q4
$345 Buy
+6
New +$345 ﹤0.01% 503