FTDI
First Trust Direct Indexing’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-907
| Closed | -$257K | – | 669 |
|
|
2024
Q3 | $257K | Hold |
907
| – | – | 0.01% | 807 |
|
|
2024
Q2 | $209K | Buy |
+907
| New | +$209K | 0.01% | 818 |
|
|
2021
Q1 | – | Sell |
-754
| Closed | -$76K | – | 829 |
|
|
2020
Q4 | $76K | Buy |
+754
| New | +$76K | 0.02% | 609 |
|