FTDI
First Trust Direct Indexing’s Copel ELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,508
| Closed | -$101K | – | 279 |
|
|
2024
Q3 | $101K | Sell |
13,508
-1,301
| -9% | -$9.68K | 0.01% | 960 |
|
|
2024
Q2 | $99.1K | Sell |
14,809
-4,758
| -24% | -$31.8K | 0.01% | 882 |
|
|
2024
Q1 | $151K | Sell |
19,567
-5,822
| -23% | -$44.9K | 0.01% | 760 |
|
|
2023
Q4 | $215K | Buy |
25,389
+1,386
| +6% | +$11.8K | 0.02% | 690 |
|
|
2023
Q3 | $211K | Buy |
24,003
+1,075
| +5% | +$9.43K | 0.02% | 631 |
|
|
2023
Q2 | $197K | Buy |
22,928
+6,388
| +39% | +$55K | 0.02% | 661 |
|
|
2023
Q1 | $111K | Sell |
16,540
-444
| -3% | -$2.98K | 0.01% | 672 |
|
|
2022
Q4 | $122K | Buy |
16,984
+983
| +6% | +$7.07K | 0.02% | 650 |
|
|
2022
Q3 | $95K | Buy |
+16,001
| New | +$95K | 0.01% | 625 |
|