Sageworth Trust’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11
Closed -$1K 504
2022
Q4
$1K Buy
+11
New +$1K ﹤0.01% 402
2020
Q3
Sell
-3
Closed 215
2020
Q2
$0 Buy
+3
New ﹤0.01% 235