First Trust Direct Indexing’s CMS Energy CMS 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 | $973K | Sell |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $677K | Buy |
|
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|
2023
Q4 | $484K | Buy |
|
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|
2023
Q3 | $346K | Sell |
|
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $739K | Buy |
|
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|
2022
Q4 | $588K | Sell |
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|
2022
Q3 | $945K | Buy |
|
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|
2022
Q2 | $853K | Buy |
|
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|
2022
Q1 | $712K | Buy |
|