9258 Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $677K | Buy |
6,174
+2
| +0% | +$219 | 0.1% | 166 |
|
|
2024
Q2 | $603K | Buy |
6,172
+26
| +0.4% | +$2.54K | 0.09% | 173 |
|
|
2024
Q1 | $537K | Sell |
6,146
-12
| -0.2% | -$1.05K | 0.08% | 187 |
|
|
2023
Q4 | $443K | Buy |
6,158
+67
| +1% | +$4.82K | 0.08% | 199 |
|
|
2023
Q3 | $476K | Buy |
6,091
+131
| +2% | +$10.2K | 0.09% | 183 |
|
|
2023
Q2 | $460K | Buy |
5,960
+13
| +0.2% | +$1K | 0.09% | 192 |
|
|
2023
Q1 | $362K | Buy |
5,947
+1,402
| +31% | +$85.4K | 0.07% | 226 |
|
|
2022
Q4 | $204K | Sell |
4,545
-3
| -0.1% | -$134 | 0.04% | 309 |
|
|
2022
Q3 | $272K | Sell |
4,548
-600
| -12% | -$35.9K | 0.07% | 259 |
|
|
2022
Q2 | $216K | Sell |
5,148
-401
| -7% | -$16.8K | 0.06% | 300 |
|
|
2022
Q1 | $384K | Buy |
5,549
+1,025
| +23% | +$70.9K | 0.09% | 233 |
|
|
2021
Q4 | $415K | Buy |
4,524
+24
| +0.5% | +$2.2K | 0.1% | 227 |
|
|
2021
Q3 | $316K | Hold |
4,500
| – | – | 0.08% | 248 |
|
|
2021
Q2 | $348K | Buy |
4,500
+250
| +6% | +$19.3K | 0.09% | 232 |
|
|
2021
Q1 | $277K | Hold |
4,250
| – | – | 0.08% | 260 |
|
|
2020
Q4 | $340K | Hold |
4,250
| – | – | 0.11% | 204 |
|
|
2020
Q3 | $241K | Buy |
+4,250
| New | +$241K | 0.09% | 238 |
|