Avior Wealth Management’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 |
-421
| Closed | -$16K | – | 1142 |
|
|
2020
Q3 | $16K | Buy |
421
+121
| +40% | +$4.6K | ﹤0.01% | 635 |
|
|
2020
Q2 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 671 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$4K | – | 933 |
|
|
2019
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 683 |
|
|
2018
Q1 | – | Sell |
-213
| Closed | -$11K | – | 842 |
|
|
2017
Q4 | $11K | Buy |
+213
| New | +$11K | ﹤0.01% | 589 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$1K | – | 508 |
|
|
2017
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 477 |
|
|
2016
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 467 |
|