First Trust Direct Indexing’s Nova NVMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,489
| Closed | -$310K | – | 619 |
|
|
2024
Q3 | $310K | Buy |
1,489
+54
| +4% | +$11.3K | 0.02% | 717 |
|
|
2024
Q2 | $337K | Buy |
1,435
+16
| +1% | +$3.75K | 0.02% | 619 |
|
|
2024
Q1 | $252K | Buy |
+1,419
| New | +$252K | 0.02% | 656 |
|
|
2022
Q1 | – | Sell |
-1,521
| Closed | -$223K | – | 691 |
|
|
2021
Q4 | $223K | Buy |
+1,521
| New | +$223K | 0.03% | 579 |
|