FTDI
First Trust Direct Indexing’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-36,940
| Closed | -$3.33M | – | 551 |
|
|
2024
Q3 | $3.33M | Buy |
36,940
+5,282
| +17% | +$476K | 0.18% | 107 |
|
|
2024
Q2 | $2.49M | Buy |
31,658
+2,248
| +8% | +$177K | 0.15% | 120 |
|
|
2024
Q1 | $2.56M | Buy |
29,410
+4,133
| +16% | +$360K | 0.19% | 106 |
|
|
2023
Q4 | $2.08M | Sell |
25,277
-1,893
| -7% | -$156K | 0.19% | 114 |
|
|
2023
Q3 | $2.13M | Buy |
27,170
+896
| +3% | +$70.2K | 0.24% | 84 |
|
|
2023
Q2 | $2.31M | Buy |
26,274
+1,054
| +4% | +$92.9K | 0.26% | 78 |
|
|
2023
Q1 | $2.03M | Buy |
25,220
+3,341
| +15% | +$269K | 0.24% | 99 |
|
|
2022
Q4 | $1.7M | Sell |
21,879
-3,222
| -13% | -$250K | 0.23% | 107 |
|
|
2022
Q3 | $2.03M | Buy |
25,101
+345
| +1% | +$27.9K | 0.3% | 63 |
|
|
2022
Q2 | $2.22M | Sell |
24,756
-821
| -3% | -$73.7K | 0.31% | 63 |
|
|
2022
Q1 | $2.84M | Buy |
25,577
+4,503
| +21% | +$500K | 0.34% | 53 |
|
|
2021
Q4 | $2.18M | Sell |
21,074
-1,965
| -9% | -$203K | 0.28% | 70 |
|
|
2021
Q3 | $2.89M | Buy |
23,039
+2,532
| +12% | +$317K | 0.41% | 42 |
|
|
2021
Q2 | $2.55M | Buy |
20,507
+5,141
| +33% | +$638K | 0.38% | 44 |
|
|
2021
Q1 | $1.82M | Buy |
15,366
+798
| +5% | +$94.3K | 0.48% | 37 |
|
|
2020
Q4 | $1.71M | Buy |
+14,568
| New | +$1.71M | 0.46% | 34 |
|