FTDI
First Trust Direct Indexing’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,334
| Closed | -$367K | – | 809 |
|
|
2024
Q3 | $367K | Buy |
+3,334
| New | +$367K | 0.02% | 654 |
|
|
2024
Q1 | – | Sell |
-2,065
| Closed | -$203K | – | 851 |
|
|
2023
Q4 | $203K | Buy |
+2,065
| New | +$203K | 0.02% | 711 |
|
|
2022
Q4 | – | Sell |
-3,373
| Closed | -$254K | – | 705 |
|
|
2022
Q3 | $254K | Buy |
3,373
+56
| +2% | +$4.22K | 0.04% | 511 |
|
|
2022
Q2 | $348K | Sell |
3,317
-442
| -12% | -$46.4K | 0.05% | 430 |
|
|
2022
Q1 | $526K | Buy |
3,759
+494
| +15% | +$69.1K | 0.06% | 363 |
|
|
2021
Q4 | $616K | Sell |
3,265
-16
| -0.5% | -$3.02K | 0.08% | 301 |
|
|
2021
Q3 | $575K | Sell |
3,281
-108
| -3% | -$18.9K | 0.08% | 305 |
|
|
2021
Q2 | $695K | Buy |
3,389
+1,075
| +46% | +$220K | 0.1% | 257 |
|
|
2021
Q1 | $462K | Buy |
2,314
+177
| +8% | +$35.3K | 0.12% | 226 |
|
|
2020
Q4 | $382K | Buy |
+2,137
| New | +$382K | 0.1% | 244 |
|