First Trust Direct Indexing’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,945
| Closed | -$310K | – | 788 |
|
|
2024
Q3 | $310K | Buy |
1,945
+27
| +1% | +$4.31K | 0.02% | 718 |
|
|
2024
Q2 | $273K | Buy |
1,918
+266
| +16% | +$37.8K | 0.02% | 698 |
|
|
2024
Q1 | $203K | Buy |
+1,652
| New | +$203K | 0.02% | 734 |
|
|
2021
Q1 | – | Sell |
-1,584
| Closed | -$86K | – | 907 |
|
|
2020
Q4 | $86K | Buy |
+1,584
| New | +$86K | 0.02% | 563 |
|