FTDI
First Trust Direct Indexing’s Mid-America Apartment Communities MAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,654
| Closed | -$422K | – | 538 |
|
|
2024
Q3 | $422K | Buy |
2,654
+691
| +35% | +$110K | 0.02% | 600 |
|
|
2024
Q2 | $280K | Buy |
+1,963
| New | +$280K | 0.02% | 693 |
|
|
2023
Q1 | – | Sell |
-1,336
| Closed | -$210K | – | 712 |
|
|
2022
Q4 | $210K | Buy |
1,336
+39
| +3% | +$6.12K | 0.03% | 617 |
|
|
2022
Q3 | $201K | Sell |
1,297
-187
| -13% | -$29K | 0.03% | 588 |
|
|
2022
Q2 | $259K | Buy |
1,484
+190
| +15% | +$33.2K | 0.04% | 515 |
|
|
2022
Q1 | $271K | Buy |
1,294
+305
| +31% | +$63.9K | 0.03% | 532 |
|
|
2021
Q4 | $227K | Buy |
+989
| New | +$227K | 0.03% | 574 |
|
|
2021
Q3 | – | Sell |
-2,118
| Closed | -$357K | – | 671 |
|
|
2021
Q2 | $357K | Buy |
2,118
+163
| +8% | +$27.5K | 0.05% | 421 |
|
|
2021
Q1 | $282K | Sell |
1,955
-4
| -0.2% | -$577 | 0.08% | 318 |
|
|
2020
Q4 | $248K | Buy |
+1,959
| New | +$248K | 0.07% | 323 |
|