All Terrain Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,758
| Closed | -$222K | – | 152 |
|
|
2019
Q3 | $222K | Hold |
4,758
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $238K | Sell |
4,758
-5,000
| -51% | -$250K | 0.08% | 111 |
|
|
2019
Q1 | $488K | Sell |
9,758
-70
| -0.7% | -$3.5K | 0.17% | 69 |
|
|
2018
Q4 | $481K | Hold |
9,828
| – | – | 0.19% | 68 |
|
|
2018
Q3 | $519K | Hold |
9,828
| – | – | 0.21% | 75 |
|
|
2018
Q2 | $538K | Sell |
9,828
-150
| -2% | -$8.21K | 0.24% | 68 |
|
|
2018
Q1 | $591K | Buy |
9,978
+4,987
| +100% | +$295K | 0.27% | 65 |
|
|
2017
Q4 | $255K | Buy |
+4,991
| New | +$255K | 0.12% | 101 |
|