FTDI
First Trust Direct Indexing’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,977
| Closed | -$1.23M | – | 673 |
|
|
2024
Q3 | $1.23M | Buy |
32,977
+4,956
| +18% | +$184K | 0.07% | 300 |
|
|
2024
Q2 | $710K | Buy |
28,021
+6,730
| +32% | +$170K | 0.04% | 412 |
|
|
2024
Q1 | $490K | Buy |
21,291
+6,491
| +44% | +$149K | 0.04% | 472 |
|
|
2023
Q4 | $254K | Buy |
14,800
+3,542
| +31% | +$60.8K | 0.02% | 630 |
|
|
2023
Q3 | $180K | Buy |
+11,258
| New | +$180K | 0.02% | 658 |
|