First Trust Direct Indexing’s Cooper Companies COO 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 | $491K | Sell |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $454K | Sell |
|
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|
2023
Q4 | $423K | Sell |
|
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|
2023
Q3 | $363K | Sell |
|
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|
2023
Q2 | $470K | Buy |
|
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|
2023
Q1 | $438K | Buy |
|
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $282K | Buy |
|
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|
2022
Q2 | $324K | Buy |
|
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $299K | Buy |
|