FTDI
First Trust Direct Indexing’s Snap-on SNA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,348
| Closed | -$391K | – | 771 |
|
2024
Q3 | $391K | Buy |
1,348
+140
| +12% | +$40.6K | 0.02% | 633 |
|
2024
Q2 | $316K | Buy |
1,208
+123
| +11% | +$32.2K | 0.02% | 655 |
|
2024
Q1 | $321K | Buy |
1,085
+143
| +15% | +$42.4K | 0.02% | 595 |
|
2023
Q4 | $272K | Buy |
942
+141
| +18% | +$40.7K | 0.02% | 612 |
|
2023
Q3 | $204K | Buy |
801
+9
| +1% | +$2.29K | 0.02% | 646 |
|
2023
Q2 | $228K | Buy |
+792
| New | +$228K | 0.03% | 625 |
|