First Trust Direct Indexing’s Cleveland-Cliffs CLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-12,839
Closed -$258K 594
2021
Q1
$258K Sell
12,839
-195
-1% -$3.92K 0.07% 332
2020
Q4
$190K Buy
+13,034
New +$190K 0.05% 363