First Trust Direct Indexing’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.32M | Buy |
|
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $973K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.06M | Buy |
|
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $776K | Buy |
|
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $139K | Buy |
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