First Trust Direct Indexing’s TC Energy TRP 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 | $355K | Sell |
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|
2024
Q2 | $316K | Buy |
|
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|
2024
Q1 | $228K | Sell |
|
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|
2023
Q4 | $294K | Buy |
|
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|
2023
Q3 | $208K | Sell |
|
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|
2023
Q2 | $278K | Buy |
|
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|
2023
Q1 | $251K | Sell |
|
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|
2022
Q4 | $421K | Sell |
|
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|
2022
Q3 | $482K | Buy |
|
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|
2022
Q2 | $571K | Sell |
|
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|
2022
Q1 | $665K | Buy |
|
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $349K | Buy |
|