First Trust Direct Indexing’s Steris STE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.12M Buy
2024
Q2
$691K Buy
2024
Q1
$634K Buy
2023
Q4
$588K Sell
2023
Q3
$623K Buy
2023
Q2
$603K Buy
2023
Q1
$482K Buy
2022
Q4
$465K Buy
2022
Q3
$375K Buy
2022
Q2
$431K Buy
2022
Q1
$431K Buy
2021
Q4
$381K Sell
2021
Q3
$322K Buy
2021
Q2
$290K Buy
2021
Q1
Sell
2020
Q4
$38K Buy