FTDI
First Trust Direct Indexing’s Mission Produce AVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,104
| Closed | -$156K | – | 915 |
|
|
2024
Q1 | $156K | Sell |
13,104
-576
| -4% | -$6.84K | 0.01% | 754 |
|
|
2023
Q4 | $138K | Buy |
13,680
+2,981
| +28% | +$30.1K | 0.01% | 730 |
|
|
2023
Q3 | $104K | Buy |
10,699
+614
| +6% | +$5.94K | 0.01% | 677 |
|
|
2023
Q2 | $122K | Buy |
+10,085
| New | +$122K | 0.01% | 684 |
|