First Trust Direct Indexing’s Broadridge BR 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 | $1.03M | Buy |
|
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|
2024
Q2 | $774K | Buy |
|
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|
2024
Q1 | $641K | Buy |
|
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|
2023
Q4 | $604K | Buy |
|
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|
2023
Q3 | $513K | Buy |
|
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|
2023
Q2 | $458K | Sell |
|
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|
2023
Q1 | $424K | Buy |
|
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|
2022
Q4 | $386K | Buy |
|
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|
2022
Q3 | $380K | Buy |
|
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|
2022
Q2 | $367K | Buy |
|
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|
2022
Q1 | $363K | Buy |
|
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $337K | Buy |
|