CIM
AMTD
Calvert Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,002
| Closed | -$741K | – | 695 |
|
|
2016
Q4 | $741K | Sell |
17,002
-1,405
| -8% | -$61.2K | 0.03% | 446 |
|
|
2016
Q3 | $649K | Sell |
18,407
-1,760
| -9% | -$62.1K | 0.02% | 486 |
|
|
2016
Q2 | $574K | Buy |
20,167
+851
| +4% | +$24.2K | 0.02% | 472 |
|
|
2016
Q1 | $609K | Sell |
19,316
-1,085
| -5% | -$34.2K | 0.03% | 435 |
|
|
2015
Q4 | $708K | Buy |
+20,401
| New | +$708K | 0.03% | 365 |
|
|
2015
Q2 | – | Sell |
-11,614
| Closed | -$433K | – | 699 |
|
|
2015
Q1 | $433K | Buy |
11,614
+897
| +8% | +$33.4K | 0.03% | 390 |
|
|
2014
Q4 | $383K | Buy |
10,717
+665
| +7% | +$23.8K | 0.03% | 395 |
|
|
2014
Q3 | $335K | Buy |
+10,052
| New | +$335K | 0.02% | 412 |
|