First Trust Direct Indexing’s CDW CDW 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 | $521K | Sell |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $586K | Buy |
|
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|
2023
Q4 | $422K | Buy |
|
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|
2023
Q3 | $312K | Buy |
|
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|
2023
Q2 | $275K | Sell |
|
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|
2023
Q1 | $342K | Buy |
|
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $238K | Buy |
|
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|
2022
Q2 | $234K | Sell |
|
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|
2022
Q1 | $269K | Sell |
|
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $15K | Buy |
|