BWFA
Baltimore-Washington Financial Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
4,480
| – | – | 0.02% | 135 |
|
|
2025
Q1 | $245K | Sell |
4,480
-20
| -0.4% | -$1.09K | 0.01% | 138 |
|
|
2024
Q4 | $529K | Buy |
4,500
+20
| +0.4% | +$2.35K | 0.03% | 102 |
|
|
2024
Q3 | $491K | Hold |
4,480
| – | – | 0.03% | 104 |
|
|
2024
Q2 | $438K | Buy |
4,480
+800
| +22% | +$78.1K | 0.03% | 107 |
|
|
2024
Q1 | $322K | Sell |
3,680
-90
| -2% | -$7.87K | 0.02% | 107 |
|
|
2023
Q4 | $271K | Buy |
3,770
+960
| +34% | +$69.1K | 0.02% | 126 |
|
|
2023
Q3 | $220K | Buy |
2,810
+10
| +0.4% | +$781 | 0.02% | 132 |
|
|
2023
Q2 | $216K | Buy |
+2,800
| New | +$216K | 0.02% | 128 |
|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$256K | – | 161 |
|
|
2021
Q4 | $256K | Buy |
+2,800
| New | +$256K | 0.02% | 121 |
|
|
2021
Q3 | – | Sell |
-2,800
| Closed | -$216K | – | 133 |
|
|
2021
Q2 | $216K | Buy |
+2,800
| New | +$216K | 0.02% | 120 |
|
|
2021
Q1 | – | Sell |
-280
| Closed | -$224K | – | 128 |
|
|
2020
Q4 | $224K | Buy |
+280
| New | +$224K | 0.02% | 115 |
|
|
2020
Q3 | – | Sell |
-530
| Closed | -$215K | – | 140 |
|
|
2020
Q2 | $215K | Buy |
+530
| New | +$215K | 0.03% | 112 |
|
|
2019
Q1 | – | Sell |
-1,800
| Closed | -$208K | – | 104 |
|
|
2018
Q4 | $208K | Buy |
1,800
+100
| +6% | +$11.6K | 0.04% | 95 |
|
|
2018
Q3 | $256K | Sell |
1,700
-33,320
| -95% | -$5.02M | 0.05% | 89 |
|
|
2018
Q2 | $3.29M | Buy |
35,020
+1,315
| +4% | +$123K | 0.65% | 60 |
|
|
2018
Q1 | $1.67M | Buy |
+33,705
| New | +$1.67M | 0.37% | 62 |
|