Brinker Capital Investments’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 |
-249
| Closed | -$12K | – | 821 |
|
|
2019
Q4 | $12K | Hold |
249
| – | – | ﹤0.01% | 553 |
|
|
2019
Q3 | $12K | Sell |
249
-1,710
| -87% | -$82.4K | ﹤0.01% | 557 |
|
|
2019
Q2 | $98K | Buy |
1,959
+1,611
| +463% | +$80.6K | ﹤0.01% | 484 |
|
|
2019
Q1 | $17K | Buy |
348
+99
| +40% | +$4.84K | ﹤0.01% | 577 |
|
|
2018
Q4 | $12K | Hold |
249
| – | – | ﹤0.01% | 491 |
|
|
2018
Q3 | $13K | Hold |
249
| – | – | ﹤0.01% | 460 |
|
|
2018
Q2 | $14K | Hold |
249
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $15K | Hold |
249
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $13K | Hold |
249
| – | – | ﹤0.01% | 430 |
|
|
2017
Q3 | $12K | Buy |
+249
| New | +$12K | ﹤0.01% | 430 |
|
|
2016
Q1 | – | Sell |
-6
| Closed | – | – | 736 |
|
|
2015
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 775 |
|