FTDI
First Trust Direct Indexing’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,855
| Closed | -$3.76M | – | 563 |
|
|
2024
Q3 | $3.76M | Buy |
16,855
+3,863
| +30% | +$862K | 0.2% | 91 |
|
|
2024
Q2 | $2.74M | Buy |
12,992
+2,731
| +27% | +$575K | 0.17% | 109 |
|
|
2024
Q1 | $2.11M | Buy |
10,261
+739
| +8% | +$152K | 0.16% | 134 |
|
|
2023
Q4 | $1.8M | Sell |
9,522
-128
| -1% | -$24.3K | 0.16% | 138 |
|
|
2023
Q3 | $1.84M | Sell |
9,650
-13
| -0.1% | -$2.47K | 0.21% | 110 |
|
|
2023
Q2 | $1.82M | Buy |
9,663
+570
| +6% | +$107K | 0.2% | 109 |
|
|
2023
Q1 | $1.51M | Buy |
9,093
+220
| +2% | +$36.6K | 0.18% | 132 |
|
|
2022
Q4 | $1.47M | Buy |
8,873
+2
| +0% | +$331 | 0.19% | 126 |
|
|
2022
Q3 | $1.32M | Buy |
8,871
+259
| +3% | +$38.7K | 0.19% | 127 |
|
|
2022
Q2 | $1.34M | Buy |
8,612
+596
| +7% | +$92.5K | 0.19% | 137 |
|
|
2022
Q1 | $1.37M | Buy |
8,016
+299
| +4% | +$51K | 0.17% | 146 |
|
|
2021
Q4 | $1.34M | Buy |
7,717
+555
| +8% | +$96.4K | 0.17% | 138 |
|
|
2021
Q3 | $1.09M | Buy |
7,162
+260
| +4% | +$39.4K | 0.15% | 157 |
|
|
2021
Q2 | $971K | Buy |
6,902
+1,558
| +29% | +$219K | 0.15% | 180 |
|
|
2021
Q1 | $651K | Buy |
5,344
+71
| +1% | +$8.65K | 0.17% | 173 |
|
|
2020
Q4 | $617K | Buy |
+5,273
| New | +$617K | 0.17% | 159 |
|