FTDI
SVC
First Trust Direct Indexing’s Service Properties Trust SVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,269
| Closed | -$83.3K | – | 808 |
|
|
2024
Q3 | $83.3K | Sell |
18,269
-3,839
| -17% | -$17.5K | ﹤0.01% | 967 |
|
|
2024
Q2 | $114K | Buy |
22,108
+8,899
| +67% | +$45.7K | 0.01% | 875 |
|
|
2024
Q1 | $89.6K | Buy |
13,209
+1,316
| +11% | +$8.92K | 0.01% | 786 |
|
|
2023
Q4 | $102K | Buy |
+11,893
| New | +$102K | 0.01% | 741 |
|
|
2023
Q3 | – | Sell |
-11,108
| Closed | -$96.5K | – | 737 |
|
|
2023
Q2 | $96.5K | Buy |
11,108
+77
| +0.7% | +$669 | 0.01% | 692 |
|
|
2023
Q1 | $110K | Buy |
11,031
+366
| +3% | +$3.65K | 0.01% | 674 |
|
|
2022
Q4 | $77.7K | Buy |
+10,665
| New | +$77.7K | 0.01% | 668 |
|
|
2021
Q4 | – | Sell |
-10,754
| Closed | -$121K | – | 686 |
|
|
2021
Q3 | $121K | Sell |
10,754
-954
| -8% | -$10.7K | 0.02% | 621 |
|
|
2021
Q2 | $148K | Buy |
+11,708
| New | +$148K | 0.02% | 565 |
|