FTDI
First Trust Direct Indexing’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-965
| Closed | -$434K | – | 206 |
|
|
2024
Q3 | $434K | Sell |
965
-67
| -6% | -$30.1K | 0.02% | 592 |
|
|
2024
Q2 | $418K | Buy |
1,032
+247
| +31% | +$100K | 0.03% | 549 |
|
|
2024
Q1 | $308K | Buy |
785
+41
| +6% | +$16.1K | 0.02% | 604 |
|
|
2023
Q4 | $232K | Buy |
+744
| New | +$232K | 0.02% | 657 |
|