FTDI
First Trust Direct Indexing’s Taylor Morrison TMHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,097
| Closed | -$499K | – | 836 |
|
|
2024
Q3 | $499K | Sell |
7,097
-47
| -0.7% | -$3.3K | 0.03% | 549 |
|
|
2024
Q2 | $396K | Buy |
7,144
+626
| +10% | +$34.7K | 0.02% | 569 |
|
|
2024
Q1 | $405K | Sell |
6,518
-40
| -0.6% | -$2.49K | 0.03% | 531 |
|
|
2023
Q4 | $350K | Sell |
6,558
-47
| -0.7% | -$2.51K | 0.03% | 539 |
|
|
2023
Q3 | $281K | Sell |
6,605
-71
| -1% | -$3.03K | 0.03% | 534 |
|
|
2023
Q2 | $326K | Sell |
6,676
-212
| -3% | -$10.3K | 0.04% | 526 |
|
|
2023
Q1 | $264K | Sell |
6,888
-118
| -2% | -$4.52K | 0.03% | 575 |
|
|
2022
Q4 | $213K | Buy |
+7,006
| New | +$213K | 0.03% | 610 |
|
|
2022
Q1 | – | Sell |
-7,318
| Closed | -$256K | – | 701 |
|
|
2021
Q4 | $256K | Buy |
+7,318
| New | +$256K | 0.03% | 539 |
|
|
2021
Q1 | – | Sell |
-479
| Closed | -$12K | – | 937 |
|
|
2020
Q4 | $12K | Buy |
+479
| New | +$12K | ﹤0.01% | 910 |
|