FTDI
First Trust Direct Indexing’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,784
| Closed | -$279K | – | 719 |
|
|
2023
Q1 | $279K | Buy |
4,784
+467
| +11% | +$27.2K | 0.03% | 559 |
|
|
2022
Q4 | $239K | Buy |
+4,317
| New | +$239K | 0.03% | 575 |
|
|
2021
Q4 | – | Sell |
-873
| Closed | -$225K | – | 673 |
|
|
2021
Q3 | $225K | Sell |
873
-45
| -5% | -$11.6K | 0.03% | 558 |
|
|
2021
Q2 | $257K | Buy |
+918
| New | +$257K | 0.04% | 498 |
|