First Trust Direct Indexing’s Stryker SYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,882
Closed -$5.02M 812
2024
Q3
$5.02M Buy
13,882
+1,031
+8% +$372K 0.27% 69
2024
Q2
$4.37M Buy
12,851
+1,449
+13% +$493K 0.27% 63
2024
Q1
$4.08M Buy
11,402
+693
+6% +$248K 0.3% 61
2023
Q4
$3.21M Buy
10,709
+728
+7% +$218K 0.29% 63
2023
Q3
$2.73M Buy
9,981
+75
+0.8% +$20.5K 0.31% 53
2023
Q2
$3.02M Buy
9,906
+705
+8% +$215K 0.34% 47
2023
Q1
$2.63M Buy
9,201
+824
+10% +$235K 0.31% 56
2022
Q4
$2.05M Buy
8,377
+61
+0.7% +$14.9K 0.27% 85
2022
Q3
$1.68M Sell
8,316
-186
-2% -$37.7K 0.25% 89
2022
Q2
$1.69M Buy
8,502
+421
+5% +$83.7K 0.24% 93
2022
Q1
$2.16M Buy
8,081
+780
+11% +$208K 0.26% 71
2021
Q4
$1.95M Buy
7,301
+19
+0.3% +$5.08K 0.25% 80
2021
Q3
$1.92M Buy
7,282
+185
+3% +$48.8K 0.27% 76
2021
Q2
$1.84M Buy
7,097
+1,960
+38% +$509K 0.28% 80
2021
Q1
$1.25M Buy
5,137
+706
+16% +$172K 0.33% 71
2020
Q4
$1.09M Buy
+4,431
New +$1.09M 0.29% 66