First Trust Direct Indexing’s Jabil JBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,606
Closed -$312K 466
2024
Q3
$312K Buy
2,606
+181
+7% +$21.7K 0.02% 714
2024
Q2
$264K Buy
2,425
+381
+19% +$41.5K 0.02% 713
2024
Q1
$274K Buy
2,044
+198
+11% +$26.5K 0.02% 636
2023
Q4
$235K Sell
1,846
-60
-3% -$7.65K 0.02% 653
2023
Q3
$242K Sell
1,906
-165
-8% -$20.9K 0.03% 587
2023
Q2
$224K Buy
+2,071
New +$224K 0.02% 629
2021
Q1
Sell
-84
Closed -$4K 689
2020
Q4
$4K Buy
+84
New +$4K ﹤0.01% 1044