FTDI
First Trust Direct Indexing’s Sabesp SBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,232
| Closed | -$186K | – | 742 |
|
|
2024
Q3 | $186K | Buy |
11,232
+447
| +4% | +$7.39K | 0.01% | 928 |
|
|
2024
Q2 | $145K | Buy |
+10,785
| New | +$145K | 0.01% | 862 |
|
|
2024
Q1 | – | Sell |
-10,005
| Closed | -$152K | – | 847 |
|
|
2023
Q4 | $152K | Buy |
+10,005
| New | +$152K | 0.01% | 725 |
|