First Trust Direct Indexing’s Suzano SUZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,122
| Closed | -$101K | – | 807 |
|
2024
Q3 | $101K | Sell |
10,122
-1,374
| -12% | -$13.7K | 0.01% | 959 |
|
2024
Q2 | $118K | Sell |
11,496
-1,379
| -11% | -$14.2K | 0.01% | 874 |
|
2024
Q1 | $165K | Sell |
12,875
-7,163
| -36% | -$91.5K | 0.01% | 748 |
|
2023
Q4 | $228K | Sell |
20,038
-1,689
| -8% | -$19.2K | 0.02% | 668 |
|
2023
Q3 | $234K | Buy |
21,727
+1,365
| +7% | +$14.7K | 0.03% | 600 |
|
2023
Q2 | $188K | Sell |
20,362
-1,536
| -7% | -$14.2K | 0.02% | 663 |
|
2023
Q1 | $180K | Buy |
21,898
+538
| +3% | +$4.42K | 0.02% | 654 |
|
2022
Q4 | $197K | Buy |
21,360
+1,207
| +6% | +$11.2K | 0.03% | 631 |
|
2022
Q3 | $166K | Sell |
20,153
-1,950
| -9% | -$16.1K | 0.02% | 598 |
|
2022
Q2 | $210K | Buy |
22,103
+817
| +4% | +$7.76K | 0.03% | 569 |
|
2022
Q1 | $247K | Buy |
21,286
+101
| +0.5% | +$1.17K | 0.03% | 560 |
|
2021
Q4 | $229K | Sell |
21,185
-332
| -2% | -$3.59K | 0.03% | 568 |
|
2021
Q3 | $215K | Sell |
21,517
-1,463
| -6% | -$14.6K | 0.03% | 574 |
|
2021
Q2 | $277K | Buy |
+22,980
| New | +$277K | 0.04% | 478 |
|
2021
Q1 | – | Sell |
-1,560
| Closed | -$17K | – | 922 |
|
2020
Q4 | $17K | Buy |
+1,560
| New | +$17K | ﹤0.01% | 871 |
|