First Trust Direct Indexing’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,094
| Closed | -$312K | – | 938 |
|
2024
Q3 | $312K | Sell |
6,094
-1,431
| -19% | -$73.2K | 0.02% | 715 |
|
2024
Q2 | $344K | Buy |
7,525
+14
| +0.2% | +$641 | 0.02% | 607 |
|
2024
Q1 | $356K | Sell |
7,511
-40
| -0.5% | -$1.9K | 0.03% | 567 |
|
2023
Q4 | $359K | Buy |
7,551
+1,245
| +20% | +$59.2K | 0.03% | 530 |
|
2023
Q3 | $281K | Sell |
6,306
-146
| -2% | -$6.51K | 0.03% | 535 |
|
2023
Q2 | $337K | Sell |
6,452
-1
| -0% | -$52 | 0.04% | 511 |
|
2023
Q1 | $384K | Buy |
6,453
+217
| +3% | +$12.9K | 0.05% | 475 |
|
2022
Q4 | $307K | Sell |
6,236
-1,701
| -21% | -$83.6K | 0.04% | 507 |
|
2022
Q3 | $327K | Buy |
7,937
+1,485
| +23% | +$61.2K | 0.05% | 440 |
|
2022
Q2 | $326K | Sell |
6,452
-1,575
| -20% | -$79.6K | 0.05% | 450 |
|
2022
Q1 | $525K | Buy |
8,027
+325
| +4% | +$21.3K | 0.06% | 364 |
|
2021
Q4 | $582K | Sell |
7,702
-195
| -2% | -$14.7K | 0.08% | 315 |
|
2021
Q3 | $529K | Buy |
7,897
+820
| +12% | +$54.9K | 0.08% | 331 |
|
2021
Q2 | $480K | Buy |
7,077
+3,046
| +76% | +$207K | 0.07% | 333 |
|
2021
Q1 | $258K | Buy |
4,031
+16
| +0.4% | +$1.02K | 0.07% | 335 |
|
2020
Q4 | $217K | Buy |
+4,015
| New | +$217K | 0.06% | 341 |
|