FTDI
First Trust Direct Indexing’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,663
| Closed | -$237K | – | 544 |
|
|
2024
Q3 | $237K | Buy |
1,663
+107
| +7% | +$15.3K | 0.01% | 848 |
|
|
2024
Q2 | $204K | Buy |
+1,556
| New | +$204K | 0.01% | 834 |
|
|
2021
Q1 | – | Sell |
-1,763
| Closed | -$100K | – | 735 |
|
|
2020
Q4 | $100K | Buy |
+1,763
| New | +$100K | 0.03% | 499 |
|