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