Burney Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,050
| Closed | -$352K | – | 396 |
|
|
2015
Q3 | $352K | Hold |
11,050
| – | – | 0.03% | 285 |
|
|
2015
Q2 | $407K | Sell |
11,050
-4,000
| -27% | -$147K | 0.03% | 296 |
|
|
2015
Q1 | $561K | Sell |
15,050
-7,500
| -33% | -$280K | 0.04% | 271 |
|
|
2014
Q4 | $807K | Hold |
22,550
| – | – | 0.06% | 222 |
|
|
2014
Q3 | $752K | Buy |
+22,550
| New | +$752K | 0.06% | 229 |
|