First Trust Direct Indexing’s Hewlett Packard HPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$880K Buy
2024
Q2
$888K Buy
2024
Q1
$577K Sell
2023
Q4
$566K Buy
2023
Q3
$470K Buy
2023
Q2
$307K Buy
2023
Q1
$259K Buy
2022
Q4
$225K Buy
2022
Q3
$154K Sell
2022
Q2
$269K Buy
2022
Q1
$297K Buy
2021
Q4
$277K Buy
2021
Q3
$224K Buy
2021
Q1
Sell
2020
Q4
$15K Buy