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 |
|