Capasso Planning Partners’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73,663
| Closed | -$8.08M | – | 144 |
|
|
2024
Q3 | $8.08M | Sell |
73,663
-5
| -0% | -$548 | 2.38% | 7 |
|
|
2024
Q2 | $7.2M | Sell |
73,668
-6,505
| -8% | -$635K | 2.34% | 8 |
|
|
2024
Q1 | $7.01M | Sell |
80,173
-9
| -0% | -$787 | 2.9% | 6 |
|
|
2023
Q4 | $5.77M | Sell |
80,182
-6
| -0% | -$432 | 2.69% | 7 |
|
|
2023
Q3 | $6.27M | Buy |
80,188
+28
| +0% | +$2.19K | 3.35% | 6 |
|
|
2023
Q2 | $6.19M | Sell |
80,160
-6,321
| -7% | -$488K | 3.33% | 6 |
|
|
2023
Q1 | $5.27M | Sell |
86,481
-9,699
| -10% | -$591K | 3.09% | 7 |
|
|
2022
Q4 | $4.31M | Hold |
96,180
| – | – | 2.75% | 9 |
|
|
2022
Q3 | $5.75M | Sell |
96,180
-22,580
| -19% | -$1.35M | 4.01% | 6 |
|
|
2022
Q2 | $4.98M | Buy |
118,760
+112,940
| +1,941% | +$4.73M | 3.53% | 8 |
|
|
2022
Q1 | $403K | Hold |
5,820
| – | – | 0.28% | 59 |
|
|
2021
Q4 | $533K | Buy |
+5,820
| New | +$533K | 0.39% | 46 |
|