FTDI
First Trust Direct Indexing’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50,238
| Closed | -$2.27M | – | 409 |
|
|
2024
Q3 | $2.27M | Buy |
50,238
+646
| +1% | +$29.2K | 0.12% | 170 |
|
|
2024
Q2 | $2.16M | Buy |
49,592
+2,402
| +5% | +$104K | 0.13% | 150 |
|
|
2024
Q1 | $1.86M | Sell |
47,190
-7,836
| -14% | -$308K | 0.14% | 153 |
|
|
2023
Q4 | $2.23M | Buy |
55,026
+1,136
| +2% | +$46.1K | 0.2% | 109 |
|
|
2023
Q3 | $2.13M | Buy |
53,890
+1,365
| +3% | +$53.9K | 0.24% | 85 |
|
|
2023
Q2 | $2.08M | Sell |
52,525
-2,474
| -4% | -$98K | 0.23% | 90 |
|
|
2023
Q1 | $1.88M | Buy |
54,999
+2,770
| +5% | +$94.5K | 0.22% | 104 |
|
|
2022
Q4 | $1.63M | Sell |
52,229
-1,643
| -3% | -$51.2K | 0.22% | 113 |
|
|
2022
Q3 | $1.4M | Sell |
53,872
-373
| -0.7% | -$9.72K | 0.21% | 121 |
|
|
2022
Q2 | $1.77M | Buy |
54,245
+4,941
| +10% | +$161K | 0.25% | 87 |
|
|
2022
Q1 | $1.69M | Buy |
49,304
+9,086
| +23% | +$311K | 0.21% | 106 |
|
|
2021
Q4 | $1.21M | Buy |
40,218
+1,804
| +5% | +$54.4K | 0.16% | 152 |
|
|
2021
Q3 | $1.01M | Buy |
38,414
+13,252
| +53% | +$347K | 0.14% | 170 |
|
|
2021
Q2 | $726K | Buy |
25,162
+10,370
| +70% | +$299K | 0.11% | 244 |
|
|
2021
Q1 | $431K | Buy |
14,792
+258
| +2% | +$7.52K | 0.11% | 243 |
|
|
2020
Q4 | $377K | Buy |
+14,534
| New | +$377K | 0.1% | 245 |
|