Bessemer Group’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 |
-28,102
| Closed | -$1.4M | – | 1783 |
|
|
2019
Q4 | $1.4M | Sell |
28,102
-300
| -1% | -$14.9K | ﹤0.01% | 668 |
|
|
2019
Q3 | $1.33M | Buy |
+28,402
| New | +$1.33M | ﹤0.01% | 630 |
|
|
2019
Q2 | – | Sell |
-102
| Closed | -$5K | – | 1946 |
|
|
2019
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 1611 |
|
|
2018
Q4 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 1798 |
|
|
2018
Q2 | – | Sell |
-831
| Closed | -$49K | – | 1833 |
|
|
2018
Q1 | $49K | Buy |
+831
| New | +$49K | ﹤0.01% | 1240 |
|
|
2017
Q4 | – | Sell |
-913
| Closed | -$45K | – | 1863 |
|
|
2017
Q3 | $45K | Sell |
913
-24,172
| -96% | -$1.19M | ﹤0.01% | 1315 |
|
|
2017
Q2 | $1.08M | Buy |
25,085
+25,034
| +49,086% | +$1.08M | ﹤0.01% | 642 |
|
|
2017
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 1695 |
|
|
2016
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1874 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1781 |
|
|
2015
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1498 |
|