FTDI
First Trust Direct Indexing’s Reliance Steel & Aluminium RS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,640
| Closed | -$474K | – | 728 |
|
|
2024
Q3 | $474K | Buy |
1,640
+228
| +16% | +$65.9K | 0.03% | 563 |
|
|
2024
Q2 | $403K | Buy |
1,412
+130
| +10% | +$37.1K | 0.02% | 562 |
|
|
2024
Q1 | $429K | Buy |
1,282
+121
| +10% | +$40.4K | 0.03% | 512 |
|
|
2023
Q4 | $325K | Buy |
1,161
+230
| +25% | +$64.3K | 0.03% | 563 |
|
|
2023
Q3 | $244K | Buy |
931
+93
| +11% | +$24.4K | 0.03% | 582 |
|
|
2023
Q2 | $228K | Sell |
838
-107
| -11% | -$29.1K | 0.03% | 626 |
|
|
2023
Q1 | $243K | Buy |
+945
| New | +$243K | 0.03% | 603 |
|