FTDI
First Trust Direct Indexing’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-53,872
| Closed | -$902K | – | 483 |
|
|
2024
Q3 | $902K | Buy |
53,872
+3,723
| +7% | +$62.4K | 0.05% | 377 |
|
|
2024
Q2 | $713K | Buy |
50,149
+1,994
| +4% | +$28.3K | 0.04% | 410 |
|
|
2024
Q1 | $761K | Buy |
48,155
+4,705
| +11% | +$74.4K | 0.06% | 359 |
|
|
2023
Q4 | $626K | Buy |
43,450
+15,591
| +56% | +$225K | 0.06% | 389 |
|
|
2023
Q3 | $300K | Sell |
27,859
-585
| -2% | -$6.3K | 0.03% | 517 |
|
|
2023
Q2 | $263K | Buy |
28,444
+10,103
| +55% | +$93.4K | 0.03% | 583 |
|
|
2023
Q1 | $230K | Buy |
+18,341
| New | +$230K | 0.03% | 620 |
|