Ameritas Investment Partners’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 |
-71
| Closed | -$2K | – | 3142 |
|
|
2020
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 3082 |
|
|
2020
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 3047 |
|
|
2020
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 2986 |
|
|
2019
Q4 | $3K | Sell |
71
-20
| -22% | -$845 | ﹤0.01% | 2960 |
|
|
2019
Q3 | $4K | Hold |
91
| – | – | ﹤0.01% | 2970 |
|
|
2019
Q2 | $4K | Buy |
91
+1
| +1% | +$44 | ﹤0.01% | 2984 |
|
|
2019
Q1 | $4K | Sell |
90
-120
| -57% | -$5.33K | ﹤0.01% | 2903 |
|
|
2018
Q4 | $10K | Sell |
210
-800
| -79% | -$38.1K | ﹤0.01% | 2687 |
|
|
2018
Q3 | $53K | Sell |
1,010
-76
| -7% | -$3.99K | ﹤0.01% | 1969 |
|
|
2018
Q2 | $59K | Hold |
1,086
| – | – | ﹤0.01% | 1887 |
|
|
2018
Q1 | $64K | Hold |
1,086
| – | – | ﹤0.01% | 1775 |
|
|
2017
Q4 | $213K | Hold |
1,086
| – | – | 0.01% | 1059 |
|
|
2017
Q3 | $52K | Sell |
1,086
-35
| -3% | -$1.68K | ﹤0.01% | 1881 |
|
|
2017
Q2 | $48K | Hold |
1,121
| – | – | ﹤0.01% | 1936 |
|
|
2017
Q1 | $43K | Sell |
1,121
-37
| -3% | -$1.42K | ﹤0.01% | 1958 |
|
|
2016
Q4 | $50K | Sell |
1,158
-53
| -4% | -$2.29K | ﹤0.01% | 1116 |
|
|
2016
Q3 | $42K | Sell |
1,211
-87,270
| -99% | -$3.03M | ﹤0.01% | 1112 |
|
|
2016
Q2 | $2.52M | Sell |
88,481
-260
| -0.3% | -$7.4K | 0.16% | 129 |
|
|
2016
Q1 | $2.8M | Sell |
88,741
-933
| -1% | -$29.4K | 0.19% | 111 |
|
|
2015
Q4 | $3.11M | Buy |
89,674
+3,556
| +4% | +$123K | 0.21% | 93 |
|
|
2015
Q3 | $2.74M | Sell |
86,118
-296
| -0.3% | -$9.42K | 0.2% | 114 |
|
|
2015
Q2 | $3.18M | Buy |
86,414
+13,294
| +18% | +$489K | 0.21% | 103 |
|
|
2015
Q1 | $2.72M | Buy |
+73,120
| New | +$2.72M | 0.18% | 129 |
|