First Trust Direct Indexing’s Taylor Morrison TMHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,097	Closed	-$499K	–	836
2024 Q3	$499K	Sell	7,097 -47	-0.7%	-$3.01K	0.03%	549
2024 Q2	$396K	Buy	7,144 +626	+10%	+$35.8K	0.02%	569
2024 Q1	$405K	Sell	6,518 -40	-0.6%	-$2.2K	0.03%	531
2023 Q4	$350K	Sell	6,558 -47	-0.7%	-$2.1K	0.03%	539
2023 Q3	$281K	Sell	6,605 -71	-1%	-$3.34K	0.03%	534
2023 Q2	$326K	Sell	6,676 -212	-3%	-$9.13K	0.04%	526
2023 Q1	$264K	Sell	6,888 -118	-2%	-$4.15K	0.03%	575
2022 Q4	$213K	Buy	+7,006	New	+$195K	0.03%	610
2022 Q1	–	Sell	-7,318	Closed	-$256K	–	701
2021 Q4	$256K	Buy	+7,318	New	+$228K	0.03%	539
2021 Q1	–	Sell	-479	Closed	-$12K	–	937
2020 Q4	$12K	Buy	+479	New	+$12.2K	﹤0.01%	910