BWFA
AMTD
Baltimore-Washington Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-112,247
| Closed | -$4.08M | – | 143 |
|
|
2020
Q2 | $4.08M | Sell |
112,247
-3,123
| -3% | -$114K | 0.56% | 62 |
|
|
2020
Q1 | $4M | Sell |
115,370
-10,521
| -8% | -$365K | 0.72% | 49 |
|
|
2019
Q4 | $6.26M | Sell |
125,891
-18,139
| -13% | -$901K | 0.92% | 46 |
|
|
2019
Q3 | $6.73M | Sell |
144,030
-9,031
| -6% | -$422K | 1.11% | 40 |
|
|
2019
Q2 | $7.64M | Sell |
153,061
-284
| -0.2% | -$14.2K | 1.29% | 33 |
|
|
2019
Q1 | $7.67M | Sell |
153,345
-803
| -0.5% | -$40.1K | 1.34% | 35 |
|
|
2018
Q4 | $7.55M | Sell |
154,148
-15,885
| -9% | -$778K | 1.56% | 31 |
|
|
2018
Q3 | $8.98M | Buy |
170,033
+6,274
| +4% | +$331K | 1.62% | 26 |
|
|
2018
Q2 | $8.97M | Buy |
163,759
+12,260
| +8% | +$671K | 1.78% | 21 |
|
|
2018
Q1 | $8.97M | Buy |
151,499
+10,150
| +7% | +$601K | 1.96% | 18 |
|
|
2017
Q4 | $7.23M | Buy |
+141,349
| New | +$7.23M | 1.52% | 30 |
|