FTDI
First Trust Direct Indexing’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,337
| Closed | -$1.94M | – | 686 |
|
|
2024
Q3 | $1.94M | Buy |
5,337
+1,150
| +27% | +$418K | 0.1% | 204 |
|
|
2024
Q2 | $1.2M | Buy |
4,187
+1,129
| +37% | +$325K | 0.07% | 273 |
|
|
2024
Q1 | $887K | Buy |
3,058
+624
| +26% | +$181K | 0.07% | 322 |
|
|
2023
Q4 | $742K | Buy |
2,434
+504
| +26% | +$154K | 0.07% | 335 |
|
|
2023
Q3 | $509K | Sell |
1,930
-80
| -4% | -$21.1K | 0.06% | 392 |
|
|
2023
Q2 | $587K | Sell |
2,010
-456
| -18% | -$133K | 0.07% | 358 |
|
|
2023
Q1 | $745K | Buy |
2,466
+85
| +4% | +$25.7K | 0.09% | 285 |
|
|
2022
Q4 | $667K | Sell |
2,381
-8
| -0.3% | -$2.24K | 0.09% | 300 |
|
|
2022
Q3 | $699K | Sell |
2,389
-55
| -2% | -$16.1K | 0.1% | 263 |
|
|
2022
Q2 | $764K | Sell |
2,444
-85
| -3% | -$26.6K | 0.11% | 250 |
|
|
2022
Q1 | $987K | Buy |
2,529
+204
| +9% | +$79.6K | 0.12% | 215 |
|
|
2021
Q4 | $871K | Sell |
2,325
-1,347
| -37% | -$505K | 0.11% | 218 |
|
|
2021
Q3 | $1.09M | Buy |
3,672
+195
| +6% | +$57.9K | 0.16% | 155 |
|
|
2021
Q2 | $1.05M | Buy |
3,477
+1,595
| +85% | +$479K | 0.16% | 166 |
|
|
2021
Q1 | $464K | Sell |
1,882
-558
| -23% | -$138K | 0.12% | 225 |
|
|
2020
Q4 | $563K | Buy |
+2,440
| New | +$563K | 0.15% | 168 |
|