FTDI
First Trust Direct Indexing’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,194
| Closed | -$78.4K | – | 933 |
|
|
2024
Q1 | $78.4K | Sell |
20,194
-5,888
| -23% | -$22.8K | 0.01% | 789 |
|
|
2023
Q4 | $143K | Sell |
26,082
-1,392
| -5% | -$7.61K | 0.01% | 727 |
|
|
2023
Q3 | $124K | Sell |
27,474
-16,660
| -38% | -$75.3K | 0.01% | 669 |
|
|
2023
Q2 | $200K | Buy |
44,134
+22,584
| +105% | +$102K | 0.02% | 660 |
|
|
2023
Q1 | $85.6K | Buy |
21,550
+9,115
| +73% | +$36.2K | 0.01% | 681 |
|
|
2022
Q4 | $72.6K | Buy |
+12,435
| New | +$72.6K | 0.01% | 670 |
|