First Trust Direct Indexing’s The Marzetti Company MZTI 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 | $465K | Sell |
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|
2024
Q2 | $521K | Buy |
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|
2024
Q1 | $558K | Sell |
|
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $532K | Sell |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $35K | Buy |
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