FTDI
First Trust Direct Indexing’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,060
| Closed | -$584K | – | 766 |
|
|
2024
Q3 | $584K | Buy |
10,060
+2,280
| +29% | +$132K | 0.03% | 499 |
|
|
2024
Q2 | $381K | Sell |
7,780
-833
| -10% | -$40.8K | 0.02% | 574 |
|
|
2024
Q1 | $470K | Buy |
8,613
+880
| +11% | +$48K | 0.04% | 486 |
|
|
2023
Q4 | $401K | Buy |
7,733
+697
| +10% | +$36.1K | 0.04% | 501 |
|
|
2023
Q3 | $343K | Buy |
7,036
+1,632
| +30% | +$79.6K | 0.04% | 484 |
|
|
2023
Q2 | $282K | Sell |
5,404
-339
| -6% | -$17.7K | 0.03% | 562 |
|
|
2023
Q1 | $268K | Buy |
5,743
+1,198
| +26% | +$56K | 0.03% | 572 |
|
|
2022
Q4 | $211K | Sell |
4,545
-492
| -10% | -$22.8K | 0.03% | 615 |
|
|
2022
Q3 | $200K | Buy |
5,037
+644
| +15% | +$25.6K | 0.03% | 592 |
|
|
2022
Q2 | $201K | Buy |
4,393
+167
| +4% | +$7.64K | 0.03% | 584 |
|
|
2022
Q1 | $236K | Buy |
+4,226
| New | +$236K | 0.03% | 578 |
|