FTDI
First Trust Direct Indexing’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,100
| Closed | -$2.72M | – | 490 |
|
|
2024
Q3 | $2.72M | Buy |
19,100
+3,136
| +20% | +$446K | 0.15% | 133 |
|
|
2024
Q2 | $2.21M | Buy |
15,964
+2,643
| +20% | +$365K | 0.14% | 144 |
|
|
2024
Q1 | $1.72M | Sell |
13,321
-148
| -1% | -$19.1K | 0.13% | 165 |
|
|
2023
Q4 | $1.64M | Buy |
13,469
+463
| +4% | +$56.3K | 0.15% | 157 |
|
|
2023
Q3 | $1.57M | Buy |
13,006
+327
| +3% | +$39.5K | 0.18% | 123 |
|
|
2023
Q2 | $1.75M | Buy |
12,679
+1,500
| +13% | +$207K | 0.19% | 115 |
|
|
2023
Q1 | $1.5M | Buy |
11,179
+1,572
| +16% | +$211K | 0.18% | 135 |
|
|
2022
Q4 | $1.3M | Sell |
9,607
-389
| -4% | -$52.8K | 0.17% | 143 |
|
|
2022
Q3 | $1.13M | Sell |
9,996
-1,059
| -10% | -$119K | 0.16% | 154 |
|
|
2022
Q2 | $1.49M | Buy |
11,055
+767
| +7% | +$104K | 0.21% | 114 |
|
|
2022
Q1 | $1.27M | Buy |
10,288
+797
| +8% | +$98.2K | 0.15% | 163 |
|
|
2021
Q4 | $1.36M | Buy |
9,491
+178
| +2% | +$25.5K | 0.18% | 135 |
|
|
2021
Q3 | $1.23M | Buy |
9,313
+785
| +9% | +$104K | 0.18% | 135 |
|
|
2021
Q2 | $1.14M | Buy |
8,528
+2,647
| +45% | +$354K | 0.17% | 149 |
|
|
2021
Q1 | $818K | Buy |
5,881
+399
| +7% | +$55.5K | 0.22% | 129 |
|
|
2020
Q4 | $739K | Buy |
+5,482
| New | +$739K | 0.2% | 124 |
|