BerganKDV Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $42.5K | Sell |
550
-11
| -2% | -$849 | ﹤0.01% | 399 |
|
|
2023
Q1 | $34.2K | Hold |
561
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $25.2K | Sell |
561
-4
| -0.7% | -$179 | ﹤0.01% | 466 |
|
|
2022
Q3 | $34K | Buy |
565
+12
| +2% | +$722 | ﹤0.01% | 415 |
|
|
2022
Q2 | $23K | Buy |
553
+50
| +10% | +$2.08K | ﹤0.01% | 482 |
|
|
2022
Q1 | $35K | Buy |
503
+32
| +7% | +$2.23K | ﹤0.01% | 440 |
|
|
2021
Q4 | $43K | Buy |
471
+10
| +2% | +$913 | ﹤0.01% | 447 |
|
|
2021
Q3 | $32K | Sell |
461
-76
| -14% | -$5.28K | ﹤0.01% | 459 |
|
|
2021
Q2 | $42K | Buy |
537
+457
| +571% | +$35.7K | 0.01% | 418 |
|
|
2021
Q1 | $5K | Buy |
80
+10
| +14% | +$625 | ﹤0.01% | 675 |
|
|
2020
Q4 | $6K | Buy |
70
+20
| +40% | +$1.71K | ﹤0.01% | 645 |
|
|
2020
Q3 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 662 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 756 |
|