FTDI
First Trust Direct Indexing’s United Natural Foods UNFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,627
| Closed | -$134K | – | 937 |
|
|
2024
Q1 | $134K | Buy |
11,627
+923
| +9% | +$10.6K | 0.01% | 765 |
|
|
2023
Q4 | $174K | Buy |
+10,704
| New | +$174K | 0.02% | 714 |
|
|
2022
Q3 | – | Sell |
-5,146
| Closed | -$203K | – | 671 |
|
|
2022
Q2 | $203K | Buy |
+5,146
| New | +$203K | 0.03% | 582 |
|
|
2021
Q1 | – | Sell |
-2,703
| Closed | -$43K | – | 960 |
|
|
2020
Q4 | $43K | Buy |
+2,703
| New | +$43K | 0.01% | 786 |
|