9258 Wealth Management’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$677K Buy
2024
Q2
$603K Buy
2024
Q1
$537K Sell
2023
Q4
$443K Buy
2023
Q3
$476K Buy
2023
Q2
$460K Buy
2023
Q1
$362K Buy
2022
Q4
$204K Sell
2022
Q3
$272K Sell
2022
Q2
$216K Sell
2022
Q1
$384K Buy
2021
Q4
$415K Buy
2021
Q3
$316K Hold
2021
Q2
$348K Buy
2021
Q1
$277K Hold
2020
Q4
$340K Hold
2020
Q3
$241K Buy