Bedel Financial Consulting’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 |
-27
| Closed | -$1K | – | 901 |
|
|
2020
Q3 | $1K | Sell |
27
-3
| -10% | -$111 | ﹤0.01% | 805 |
|
|
2020
Q2 | $1K | Buy |
30
+3
| +11% | +$100 | ﹤0.01% | 773 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 790 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 755 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 741 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 711 |
|
|
2019
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 696 |
|
|
2018
Q4 | $1K | Sell |
27
-65
| -71% | -$2.41K | ﹤0.01% | 671 |
|
|
2018
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 561 |
|
|
2018
Q1 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 556 |
|