Heritage Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-58
| Closed | -$3K | – | 224 |
|
|
2018
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 377 |
|
|
2018
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 383 |
|
|
2018
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 334 |
|
|
2017
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 345 |
|