First Trust Direct Indexing’s Boston Properties BXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,989	Closed	-$643K	–	132
2024 Q3	$643K	Buy	7,989 +253	+3%	+$18.1K	0.03%	467
2024 Q2	$476K	Buy	7,736 +1,116	+17%	+$68.2K	0.03%	519
2024 Q1	$432K	Buy	6,620 +182	+3%	+$12K	0.03%	506
2023 Q4	$452K	Buy	+6,438	New	+$380K	0.04%	465
2023 Q3	–	Sell	-4,033	Closed	-$232K	–	705
2023 Q2	$232K	Buy	+4,033	New	+$210K	0.03%	617
2022 Q4	–	Sell	-2,666	Closed	-$200K	–	688
2022 Q3	$200K	Buy	2,666 +32	+1%	+$2.72K	0.03%	590
2022 Q2	$234K	Buy	2,634 +122	+5%	+$13.5K	0.03%	542
2022 Q1	$324K	Sell	2,512 -64	-2%	-$7.75K	0.04%	480
2021 Q4	$297K	Sell	2,576 -51	-2%	-$5.87K	0.04%	494
2021 Q3	$285K	Buy	+2,627	New	+$300K	0.04%	491
2021 Q1	–	Sell	-1,678	Closed	-$159K	–	477
2020 Q4	$159K	Buy	+1,678	New	+$150K	0.04%	395