First Trust Direct Indexing’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,271
| Closed | -$441K | – | 96 |
|
|
2024
Q3 | $441K | Buy |
4,271
+521
| +14% | +$53.8K | 0.02% | 586 |
|
|
2024
Q2 | $316K | Buy |
3,750
+1,120
| +43% | +$94.4K | 0.02% | 653 |
|
|
2024
Q1 | $216K | Buy |
+2,630
| New | +$216K | 0.02% | 704 |
|
|
2023
Q1 | – | Sell |
-2,739
| Closed | -$220K | – | 699 |
|
|
2022
Q4 | $220K | Buy |
+2,739
| New | +$220K | 0.03% | 600 |
|
|
2022
Q3 | – | Sell |
-3,236
| Closed | -$211K | – | 648 |
|
|
2022
Q2 | $211K | Sell |
3,236
-153
| -5% | -$9.98K | 0.03% | 566 |
|
|
2022
Q1 | $308K | Buy |
3,389
+114
| +3% | +$10.4K | 0.04% | 496 |
|
|
2021
Q4 | $333K | Sell |
3,275
-166
| -5% | -$16.9K | 0.04% | 473 |
|
|
2021
Q3 | $364K | Buy |
+3,441
| New | +$364K | 0.05% | 424 |
|