FTDI
First Trust Direct Indexing’s Dole DOLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,786
| Closed | -$153K | – | 920 |
|
|
2024
Q1 | $153K | Buy |
12,786
+1,376
| +12% | +$16.4K | 0.01% | 759 |
|
|
2023
Q4 | $140K | Buy |
+11,410
| New | +$140K | 0.01% | 729 |
|
|
2023
Q1 | – | Sell |
-10,524
| Closed | -$102K | – | 706 |
|
|
2022
Q4 | $102K | Sell |
10,524
-2,681
| -20% | -$25.9K | 0.01% | 658 |
|
|
2022
Q3 | $96K | Buy |
13,205
+2,894
| +28% | +$21K | 0.01% | 620 |
|
|
2022
Q2 | $87K | Buy |
+10,311
| New | +$87K | 0.01% | 625 |
|