Altman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,725
| Closed | -$1.23M | – | 94 |
|
|
2019
Q4 | $1.23M | Sell |
24,725
-25,171
| -50% | -$1.25M | 0.98% | 48 |
|
|
2019
Q3 | $2.33M | Buy |
49,896
+722
| +1% | +$33.7K | 1.97% | 19 |
|
|
2019
Q2 | $2.46M | Buy |
49,174
+7,257
| +17% | +$362K | 2.06% | 15 |
|
|
2019
Q1 | $2.1M | Buy |
41,917
+32,417
| +341% | +$1.62M | 1.93% | 21 |
|
|
2018
Q4 | $465K | Hold |
9,500
| – | – | 0.51% | 51 |
|
|
2018
Q3 | $502K | Sell |
9,500
-24,309
| -72% | -$1.28M | 0.45% | 50 |
|
|
2018
Q2 | $2.57K | Buy |
33,809
+24,309
| +256% | +$1.85K | 2.36% | 11 |
|
|
2018
Q1 | $563K | Hold |
9,500
| – | – | 0.54% | 51 |
|
|
2017
Q4 | $486K | Buy |
+9,500
| New | +$486K | 0.42% | 56 |
|