First Trust Direct Indexing’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $701K | Buy |
|
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|
2023
Q4 | $614K | Buy |
|
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|
2023
Q3 | $498K | Buy |
|
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|
2023
Q2 | $490K | Buy |
|
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $415K | Buy |
|
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $2K | Buy |
|