First Trust Direct Indexing’s Apple AAPL 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 | $107M | Buy |
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|
2024
Q2 | $88.8M | Buy |
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|
2024
Q1 | $62.4M | Buy |
|
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|
2023
Q4 | $63.4M | Buy |
|
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|
2023
Q3 | $48.9M | Sell |
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|
2023
Q2 | $59.3M | Sell |
|
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|
2023
Q1 | $50.6M | Buy |
|
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|
2022
Q4 | $38.6M | Buy |
|
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|
2022
Q3 | $40.3M | Sell |
|
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|
2022
Q2 | $40.5M | Buy |
|
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|
2022
Q1 | $51.1M | Buy |
|
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|
2021
Q4 | $44.9M | Sell |
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|
2021
Q3 | $36.4M | Buy |
|
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|
2021
Q2 | $34.5M | Buy |
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|
2021
Q1 | $20M | Buy |
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|
2020
Q4 | $20.8M | Buy |
|