BPM
AMTD
Bowling Portfolio Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,156
| Closed | -$789K | – | 397 |
|
|
2020
Q3 | $789K | Sell |
20,156
-1,266
| -6% | -$49.6K | 0.18% | 172 |
|
|
2020
Q2 | $779K | Sell |
21,422
-283
| -1% | -$10.3K | 0.17% | 165 |
|
|
2020
Q1 | $752K | Sell |
21,705
-823
| -4% | -$28.5K | 0.19% | 154 |
|
|
2019
Q4 | $1.12M | Sell |
22,528
-1,002
| -4% | -$49.8K | 0.19% | 163 |
|
|
2019
Q3 | $1.1M | Sell |
23,530
-1,281
| -5% | -$59.8K | 0.18% | 201 |
|
|
2019
Q2 | $1.24M | Sell |
24,811
-3,127
| -11% | -$156K | 0.2% | 192 |
|
|
2019
Q1 | $1.4M | Buy |
+27,938
| New | +$1.4M | 0.22% | 154 |
|