First Trust Direct Indexing’s State Street STT 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 | $952K | Buy |
|
|||||
|
2024
Q2 | $680K | Buy |
|
|||||
|
2024
Q1 | $548K | Buy |
|
|||||
|
2023
Q4 | $544K | Buy |
|
|||||
|
2023
Q3 | $320K | Buy |
|
|||||
|
2023
Q2 | $340K | Sell |
|
|||||
|
2023
Q1 | $393K | Sell |
|
|||||
|
2022
Q4 | $436K | Buy |
|
|||||
|
2022
Q3 | $335K | Sell |
|
|||||
|
2022
Q2 | $349K | Buy |
|
|||||
|
2022
Q1 | $393K | Buy |
|
|||||
|
2021
Q4 | $340K | Sell |
|
|||||
|
2021
Q3 | $314K | Buy |
|
|||||
|
2021
Q2 | $281K | Buy |
|
|||||
|
2021
Q1 | $270K | Buy |
|
|||||
|
2020
Q4 | $202K | Buy |
|