FTDI
First Trust Direct Indexing’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,812
| Closed | -$270K | – | 743 |
|
|
2023
Q1 | $270K | Buy |
+21,812
| New | +$270K | 0.03% | 569 |
|
|
2022
Q3 | – | Sell |
-11,644
| Closed | -$141K | – | 670 |
|
|
2022
Q2 | $141K | Sell |
11,644
-3,754
| -24% | -$45.5K | 0.02% | 602 |
|
|
2022
Q1 | $223K | Sell |
15,398
-15,218
| -50% | -$220K | 0.03% | 594 |
|
|
2021
Q4 | $356K | Sell |
30,616
-3,803
| -11% | -$44.2K | 0.05% | 448 |
|
|
2021
Q3 | $370K | Buy |
+34,419
| New | +$370K | 0.05% | 418 |
|