FTDI
First Trust Direct Indexing’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,805
| Closed | -$23K | – | 682 |
|
|
2021
Q4 | $23K | Buy |
+10,805
| New | +$23K | ﹤0.01% | 663 |
|
|
2021
Q3 | – | Sell |
-12,266
| Closed | -$100K | – | 658 |
|
|
2021
Q2 | $100K | Buy |
+12,266
| New | +$100K | 0.01% | 576 |
|
|
2021
Q1 | – | Sell |
-906
| Closed | -$168K | – | 558 |
|
|
2020
Q4 | $168K | Buy |
+906
| New | +$168K | 0.05% | 384 |
|