FTDI
First Trust Direct Indexing’s Agnico Eagle Mines AEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,380
| Closed | -$514K | – | 22 |
|
|
2024
Q3 | $514K | Buy |
6,380
+1,337
| +27% | +$108K | 0.03% | 537 |
|
|
2024
Q2 | $330K | Buy |
5,043
+404
| +9% | +$26.4K | 0.02% | 629 |
|
|
2024
Q1 | $277K | Sell |
4,639
-1,777
| -28% | -$106K | 0.02% | 633 |
|
|
2023
Q4 | $352K | Buy |
6,416
+741
| +13% | +$40.6K | 0.03% | 538 |
|
|
2023
Q3 | $258K | Sell |
5,675
-228
| -4% | -$10.4K | 0.03% | 564 |
|
|
2023
Q2 | $295K | Buy |
5,903
+351
| +6% | +$17.5K | 0.03% | 551 |
|
|
2023
Q1 | $283K | Sell |
5,552
-368
| -6% | -$18.8K | 0.03% | 555 |
|
|
2022
Q4 | $308K | Buy |
5,920
+496
| +9% | +$25.8K | 0.04% | 504 |
|
|
2022
Q3 | $229K | Sell |
5,424
-722
| -12% | -$30.5K | 0.03% | 540 |
|
|
2022
Q2 | $281K | Sell |
6,146
-107
| -2% | -$4.89K | 0.04% | 489 |
|
|
2022
Q1 | $383K | Buy |
+6,253
| New | +$383K | 0.05% | 432 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$2K | – | 405 |
|
|
2020
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1086 |
|