First Trust Direct Indexing’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-612
| Closed | -$268K | – | 737 |
|
|
2024
Q3 | $268K | Buy |
612
+19
| +3% | +$8.31K | 0.01% | 794 |
|
|
2024
Q2 | $281K | Buy |
+593
| New | +$281K | 0.02% | 692 |
|
|
2021
Q3 | – | Sell |
-998
| Closed | -$209K | – | 680 |
|
|
2021
Q2 | $209K | Buy |
998
+34
| +4% | +$7.12K | 0.03% | 544 |
|
|
2021
Q1 | $222K | Buy |
964
+120
| +14% | +$27.6K | 0.06% | 355 |
|
|
2020
Q4 | $153K | Buy |
+844
| New | +$153K | 0.04% | 402 |
|