FTDI
First Trust Direct Indexing’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-887
| Closed | -$533K | – | 157 |
|
|
2024
Q3 | $533K | Buy |
887
+38
| +4% | +$22.8K | 0.03% | 527 |
|
|
2024
Q2 | $461K | Buy |
849
+157
| +23% | +$85.2K | 0.03% | 526 |
|
|
2024
Q1 | $444K | Buy |
692
+57
| +9% | +$36.6K | 0.03% | 498 |
|
|
2023
Q4 | $371K | Buy |
635
+32
| +5% | +$18.7K | 0.03% | 519 |
|
|
2023
Q3 | $313K | Buy |
603
+53
| +10% | +$27.5K | 0.04% | 505 |
|
|
2023
Q2 | $298K | Sell |
550
-4
| -0.7% | -$2.17K | 0.03% | 547 |
|
|
2023
Q1 | $298K | Buy |
554
+101
| +22% | +$54.3K | 0.04% | 544 |
|
|
2022
Q4 | $231K | Buy |
+453
| New | +$231K | 0.03% | 585 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$11K | – | 498 |
|
|
2020
Q4 | $11K | Buy |
+20
| New | +$11K | ﹤0.01% | 916 |
|