America First Investment 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
Q4 | – | Sell |
-1,300
| Closed | -$51K | – | 79 |
|
2020
Q3 | $51K | Sell |
1,300
-1,300
| -50% | -$51K | 0.02% | 55 |
|
2020
Q2 | $95K | Hold |
2,600
| – | – | 0.03% | 48 |
|
2020
Q1 | $90K | Hold |
2,600
| – | – | 0.03% | 45 |
|
2019
Q4 | $129K | Hold |
2,600
| – | – | 0.04% | 45 |
|
2019
Q3 | $121K | Hold |
2,600
| – | – | 0.04% | 46 |
|
2019
Q2 | $130K | Hold |
2,600
| – | – | 0.04% | 44 |
|
2019
Q1 | $130K | Hold |
2,600
| – | – | 0.04% | 46 |
|
2018
Q4 | $127K | Hold |
2,600
| – | – | 0.04% | 45 |
|
2018
Q3 | $137K | Hold |
2,600
| – | – | 0.04% | 45 |
|
2018
Q2 | $142K | Hold |
2,600
| – | – | 0.05% | 44 |
|
2018
Q1 | $154K | Sell |
2,600
-400
| -13% | -$23.7K | 0.06% | 43 |
|
2017
Q4 | $153K | Sell |
3,000
-500
| -14% | -$25.5K | 0.05% | 44 |
|
2017
Q3 | $171K | Sell |
3,500
-1,000
| -22% | -$48.9K | 0.06% | 44 |
|
2017
Q2 | $193K | Sell |
4,500
-500
| -10% | -$21.4K | 0.07% | 42 |
|
2017
Q1 | $194K | Sell |
5,000
-500
| -9% | -$19.4K | 0.07% | 45 |
|
2016
Q4 | $240K | Sell |
5,500
-1,000
| -15% | -$43.6K | 0.1% | 39 |
|
2016
Q3 | $229K | Hold |
6,500
| – | – | 0.1% | 41 |
|
2016
Q2 | $185K | Hold |
6,500
| – | – | 0.08% | 46 |
|
2016
Q1 | $205K | Hold |
6,500
| – | – | 0.09% | 43 |
|
2015
Q4 | $226K | Hold |
6,500
| – | – | 0.1% | 41 |
|
2015
Q3 | $207K | Hold |
6,500
| – | – | 0.1% | 42 |
|
2015
Q2 | $239K | Hold |
6,500
| – | – | 0.1% | 42 |
|
2015
Q1 | $242K | Hold |
6,500
| – | – | 0.1% | 45 |
|
2014
Q4 | $233K | Sell |
6,500
-1,000
| -13% | -$35.8K | 0.1% | 46 |
|
2014
Q3 | $250K | Sell |
7,500
-216
| -3% | -$7.2K | 0.11% | 43 |
|
2014
Q2 | $242K | Sell |
7,716
-245
| -3% | -$7.68K | 0.11% | 45 |
|
2014
Q1 | $270K | Sell |
7,961
-539
| -6% | -$18.3K | 0.13% | 44 |
|
2013
Q4 | $260K | Hold |
8,500
| – | – | 0.12% | 44 |
|
2013
Q3 | $223K | Hold |
8,500
| – | – | 0.11% | 44 |
|
2013
Q2 | $206K | Buy |
+8,500
| New | +$206K | 0.11% | 46 |
|