FTDI
First Trust Direct Indexing’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,330
| Closed | -$245K | – | 74 |
|
|
2024
Q3 | $245K | Buy |
6,330
+428
| +7% | +$16.6K | 0.01% | 831 |
|
|
2024
Q2 | $204K | Buy |
+5,902
| New | +$204K | 0.01% | 833 |
|
|
2021
Q1 | – | Sell |
-2,175
| Closed | -$87K | – | 447 |
|
|
2020
Q4 | $87K | Buy |
+2,175
| New | +$87K | 0.02% | 558 |
|