Beacon Investment Advisory Services’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
Q1 | – | Sell |
-80,584
| Closed | -$4.01M | – | 260 |
|
|
2019
Q4 | $4.01M | Sell |
80,584
-8,192
| -9% | -$407K | 0.21% | 97 |
|
|
2019
Q3 | $4.15M | Sell |
88,776
-63,361
| -42% | -$2.96M | 0.41% | 64 |
|
|
2019
Q2 | $7.6M | Buy |
152,137
+181
| +0.1% | +$9.04K | 0.8% | 36 |
|
|
2019
Q1 | $7.6M | Buy |
151,956
+5,581
| +4% | +$279K | 0.81% | 39 |
|
|
2018
Q4 | $7.17M | Buy |
146,375
+389
| +0.3% | +$19K | 0.79% | 42 |
|
|
2018
Q3 | $7.71M | Sell |
145,986
-2,900
| -2% | -$153K | 0.75% | 42 |
|
|
2018
Q2 | $8.15M | Buy |
148,886
+1,668
| +1% | +$91.4K | 0.82% | 37 |
|
|
2018
Q1 | $8.72M | Buy |
147,218
+4,414
| +3% | +$261K | 0.9% | 29 |
|
|
2017
Q4 | $7.3M | Buy |
142,804
+22,748
| +19% | +$1.16M | 0.77% | 42 |
|
|
2017
Q3 | $5.86M | Buy |
+120,056
| New | +$5.86M | 0.5% | 61 |
|