FTDI
First Trust Direct Indexing’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,441
| Closed | -$241K | – | 219 |
|
|
2024
Q3 | $241K | Buy |
+4,441
| New | +$241K | 0.01% | 842 |
|
|
2023
Q1 | – | Sell |
-3,583
| Closed | -$217K | – | 703 |
|
|
2022
Q4 | $217K | Buy |
+3,583
| New | +$217K | 0.03% | 604 |
|
|
2022
Q1 | – | Sell |
-3,163
| Closed | -$227K | – | 679 |
|
|
2021
Q4 | $227K | Buy |
+3,163
| New | +$227K | 0.03% | 572 |
|
|
2021
Q1 | – | Sell |
-1,600
| Closed | -$86K | – | 530 |
|
|
2020
Q4 | $86K | Buy |
+1,600
| New | +$86K | 0.02% | 561 |
|