Berman Capital Advisors’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 |
-512
| Closed | -$20K | – | 1925 |
|
|
2020
Q3 | $20K | Hold |
512
| – | – | 0.01% | 590 |
|
|
2020
Q2 | $18K | Buy |
512
+61
| +14% | +$2.15K | ﹤0.01% | 583 |
|
|
2020
Q1 | $15K | Buy |
+451
| New | +$15K | ﹤0.01% | 577 |
|
|
2019
Q3 | – | Sell |
-306
| Closed | -$15K | – | 1661 |
|
|
2019
Q2 | $15K | Buy |
306
+72
| +31% | +$3.53K | ﹤0.01% | 606 |
|
|
2019
Q1 | $11K | Buy |
234
+41
| +21% | +$1.93K | ﹤0.01% | 640 |
|
|
2018
Q4 | $9K | Buy |
+193
| New | +$9K | ﹤0.01% | 541 |
|