FTDI
First Trust Direct Indexing’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,433
| Closed | -$200K | – | 715 |
|
|
2023
Q1 | $200K | Buy |
3,433
+320
| +10% | +$18.7K | 0.02% | 651 |
|
|
2022
Q4 | $212K | Buy |
+3,113
| New | +$212K | 0.03% | 613 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | – | – | 484 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1126 |
|