First Trust Direct Indexing’s Insight Enterprises NSIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,245
| Closed | -$268K | – | 610 |
|
|
2024
Q3 | $268K | Sell |
1,245
-39
| -3% | -$8.4K | 0.01% | 791 |
|
|
2024
Q2 | $255K | Buy |
1,284
+133
| +12% | +$26.4K | 0.02% | 733 |
|
|
2024
Q1 | $214K | Sell |
1,151
-61
| -5% | -$11.3K | 0.02% | 708 |
|
|
2023
Q4 | $215K | Buy |
+1,212
| New | +$215K | 0.02% | 692 |
|
|
2023
Q2 | – | Sell |
-1,509
| Closed | -$216K | – | 734 |
|
|
2023
Q1 | $216K | Buy |
+1,509
| New | +$216K | 0.03% | 636 |
|
|
2021
Q1 | – | Sell |
-1,220
| Closed | -$93K | – | 778 |
|
|
2020
Q4 | $93K | Buy |
+1,220
| New | +$93K | 0.03% | 531 |
|