FTDI
ALEX
First Trust Direct Indexing’s Alexander & Baldwin ALEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,667
| Closed | -$224K | – | 35 |
|
|
2024
Q3 | $224K | Sell |
11,667
-1,676
| -13% | -$32.2K | 0.01% | 871 |
|
|
2024
Q2 | $226K | Buy |
+13,343
| New | +$226K | 0.01% | 777 |
|
|
2021
Q1 | – | Sell |
-5,358
| Closed | -$92K | – | 418 |
|
|
2020
Q4 | $92K | Buy |
+5,358
| New | +$92K | 0.02% | 534 |
|