FTDI
First Trust Direct Indexing’s United Airlines UAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,844
| Closed | -$448K | – | 866 |
|
|
2024
Q3 | $448K | Buy |
7,844
+821
| +12% | +$46.8K | 0.02% | 581 |
|
|
2024
Q2 | $342K | Buy |
7,023
+2,132
| +44% | +$104K | 0.02% | 612 |
|
|
2024
Q1 | $234K | Sell |
4,891
-339
| -6% | -$16.2K | 0.02% | 681 |
|
|
2023
Q4 | $216K | Buy |
5,230
+393
| +8% | +$16.2K | 0.02% | 688 |
|
|
2023
Q3 | $205K | Sell |
4,837
-646
| -12% | -$27.3K | 0.02% | 645 |
|
|
2023
Q2 | $301K | Sell |
5,483
-150
| -3% | -$8.23K | 0.03% | 546 |
|
|
2023
Q1 | $249K | Buy |
+5,633
| New | +$249K | 0.03% | 598 |
|
|
2022
Q4 | – | Sell |
-6,641
| Closed | -$216K | – | 708 |
|
|
2022
Q3 | $216K | Buy |
+6,641
| New | +$216K | 0.03% | 562 |
|