FTDI
First Trust Direct Indexing’s Stellantis STLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-69,774
| Closed | -$980K | – | 797 |
|
|
2024
Q3 | $980K | Buy |
69,774
+3,711
| +6% | +$52.1K | 0.05% | 351 |
|
|
2024
Q2 | $1.31M | Buy |
66,063
+1,700
| +3% | +$33.7K | 0.08% | 251 |
|
|
2024
Q1 | $1.82M | Buy |
64,363
+2,283
| +4% | +$64.6K | 0.14% | 156 |
|
|
2023
Q4 | $1.45M | Buy |
62,080
+23,494
| +61% | +$548K | 0.13% | 174 |
|
|
2023
Q3 | $738K | Buy |
38,586
+6,334
| +20% | +$121K | 0.08% | 282 |
|
|
2023
Q2 | $566K | Buy |
32,252
+518
| +2% | +$9.09K | 0.06% | 372 |
|
|
2023
Q1 | $577K | Sell |
31,734
-1,544
| -5% | -$28.1K | 0.07% | 359 |
|
|
2022
Q4 | $473K | Buy |
33,278
+3,886
| +13% | +$55.2K | 0.06% | 397 |
|
|
2022
Q3 | $348K | Buy |
29,392
+14,242
| +94% | +$169K | 0.05% | 427 |
|
|
2022
Q2 | $187K | Buy |
+15,150
| New | +$187K | 0.03% | 587 |
|
|
2021
Q4 | – | Sell |
-12,320
| Closed | -$235K | – | 685 |
|
|
2021
Q3 | $235K | Sell |
12,320
-6,354
| -34% | -$121K | 0.03% | 549 |
|
|
2021
Q2 | $368K | Buy |
+18,674
| New | +$368K | 0.05% | 412 |
|