Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,482
| Closed | -$58K | – | 1478 |
|
|
2020
Q3 | $58K | Hold |
1,482
| – | – | ﹤0.01% | 402 |
|
|
2020
Q2 | $54K | Hold |
1,482
| – | – | ﹤0.01% | 407 |
|
|
2020
Q1 | $51K | Hold |
1,482
| – | – | ﹤0.01% | 401 |
|
|
2019
Q4 | $74K | Buy |
1,482
+500
| +51% | +$25K | ﹤0.01% | 316 |
|
|
2019
Q3 | $46K | Hold |
982
| – | – | ﹤0.01% | 340 |
|
|
2019
Q2 | $49K | Hold |
982
| – | – | ﹤0.01% | 327 |
|
|
2019
Q1 | $49K | Hold |
982
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $48K | Hold |
982
| – | – | ﹤0.01% | 284 |
|
|
2018
Q3 | $52K | Buy |
982
+182
| +23% | +$9.64K | ﹤0.01% | 289 |
|
|
2018
Q2 | $44K | Hold |
800
| – | – | ﹤0.01% | 305 |
|
|
2018
Q1 | $47K | Hold |
800
| – | – | ﹤0.01% | 257 |
|
|
2017
Q4 | $41K | Hold |
800
| – | – | ﹤0.01% | 271 |
|
|
2017
Q3 | $39K | Hold |
800
| – | – | ﹤0.01% | 269 |
|
|
2017
Q2 | $34K | Hold |
800
| – | – | ﹤0.01% | 300 |
|
|
2017
Q1 | $31K | Hold |
800
| – | – | ﹤0.01% | 296 |
|
|
2016
Q4 | $35K | Hold |
800
| – | – | ﹤0.01% | 259 |
|
|
2016
Q3 | $28K | Buy |
800
+600
| +300% | +$21K | ﹤0.01% | 281 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 446 |
|
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 440 |
|
|
2015
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2015
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2015
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 422 |
|