First Trust Direct Indexing’s ORIX IX 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 | $1.88M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $273K | Buy |
|