FTDI
First Trust Direct Indexing’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,258
| Closed | -$526K | – | 678 |
|
|
2024
Q3 | $526K | Sell |
2,258
-694
| -24% | -$162K | 0.03% | 530 |
|
|
2024
Q2 | $596K | Buy |
2,952
+841
| +40% | +$170K | 0.04% | 456 |
|
|
2024
Q1 | $362K | Buy |
2,111
+704
| +50% | +$121K | 0.03% | 565 |
|
|
2023
Q4 | $305K | Buy |
+1,407
| New | +$305K | 0.03% | 577 |
|
|
2023
Q3 | – | Sell |
-1,025
| Closed | -$296K | – | 732 |
|
|
2023
Q2 | $296K | Buy |
1,025
+203
| +25% | +$58.5K | 0.03% | 550 |
|
|
2023
Q1 | $262K | Buy |
+822
| New | +$262K | 0.03% | 577 |
|