FTDI
First Trust Direct Indexing’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46,943
| Closed | -$356K | – | 297 |
|
|
2024
Q3 | $356K | Sell |
46,943
-503
| -1% | -$3.81K | 0.02% | 666 |
|
|
2024
Q2 | $293K | Buy |
47,446
+2,897
| +7% | +$17.9K | 0.02% | 676 |
|
|
2024
Q1 | $245K | Buy |
44,549
+2,931
| +7% | +$16.2K | 0.02% | 668 |
|
|
2023
Q4 | $262K | Buy |
41,618
+1,233
| +3% | +$7.77K | 0.02% | 620 |
|
|
2023
Q3 | $196K | Sell |
40,385
-2,592
| -6% | -$12.6K | 0.02% | 652 |
|
|
2023
Q2 | $234K | Sell |
42,977
-1,837
| -4% | -$10K | 0.03% | 615 |
|
|
2023
Q1 | $262K | Buy |
44,814
+468
| +1% | +$2.74K | 0.03% | 578 |
|
|
2022
Q4 | $259K | Sell |
44,346
-14,058
| -24% | -$82.1K | 0.03% | 551 |
|
|
2022
Q3 | $335K | Sell |
58,404
-15,670
| -21% | -$89.9K | 0.05% | 432 |
|
|
2022
Q2 | $548K | Buy |
74,074
+11,444
| +18% | +$84.7K | 0.08% | 331 |
|
|
2022
Q1 | $572K | Buy |
62,630
+12,964
| +26% | +$118K | 0.07% | 348 |
|
|
2021
Q4 | $540K | Buy |
49,666
+326
| +0.7% | +$3.54K | 0.07% | 335 |
|
|
2021
Q3 | $553K | Buy |
49,340
+7,983
| +19% | +$89.5K | 0.08% | 317 |
|
|
2021
Q2 | $520K | Buy |
41,357
+8,142
| +25% | +$102K | 0.08% | 313 |
|
|
2021
Q1 | $438K | Buy |
33,215
+277
| +0.8% | +$3.65K | 0.12% | 241 |
|
|
2020
Q4 | $394K | Buy |
+32,938
| New | +$394K | 0.11% | 235 |
|