First Trust Direct Indexing’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.12M | Buy |
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|
2024
Q2 | $4.82M | Buy |
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|
2024
Q1 | $4.66M | Buy |
|
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|
2023
Q4 | $3.58M | Buy |
|
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $2.54M | Buy |
|
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|
2023
Q1 | $2.21M | Buy |
|
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|
2022
Q4 | $2.37M | Buy |
|
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|
2022
Q3 | $1.95M | Buy |
|
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|
2022
Q2 | $2.23M | Buy |
|
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|
2022
Q1 | $1.89M | Buy |
|
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.75M | Buy |
|
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $936K | Buy |
|