FTDI
First Trust Direct Indexing’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,155
| Closed | -$290K | – | 963 |
|
|
2024
Q3 | $290K | Buy |
+4,155
| New | +$290K | 0.02% | 755 |
|
|
2024
Q1 | – | Sell |
-2,885
| Closed | -$207K | – | 857 |
|
|
2023
Q4 | $207K | Sell |
2,885
-960
| -25% | -$69K | 0.02% | 704 |
|
|
2023
Q3 | $269K | Sell |
3,845
-202
| -5% | -$14.1K | 0.03% | 552 |
|
|
2023
Q2 | $275K | Buy |
+4,047
| New | +$275K | 0.03% | 567 |
|
|
2022
Q3 | – | Sell |
-2,038
| Closed | -$220K | – | 675 |
|
|
2022
Q2 | $220K | Buy |
+2,038
| New | +$220K | 0.03% | 556 |
|
|
2021
Q3 | – | Sell |
-765
| Closed | -$296K | – | 689 |
|
|
2021
Q2 | $296K | Buy |
+765
| New | +$296K | 0.04% | 467 |
|