Capital Advisors Ltd’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
195
+77
| +65% | +$5.53K | ﹤0.01% | 714 |
|
|
2025
Q1 | $6K | Buy |
118
+50
| +74% | +$2.54K | ﹤0.01% | 899 |
|
|
2024
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 840 |
|
|
2024
Q3 | $7K | Hold |
68
| – | – | ﹤0.01% | 866 |
|
|
2024
Q2 | $7K | Buy |
68
+3
| +5% | +$309 | ﹤0.01% | 854 |
|
|
2024
Q1 | $6K | Buy |
65
+6
| +10% | +$554 | ﹤0.01% | 856 |
|
|
2023
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 916 |
|
|
2023
Q3 | $5K | Sell |
59
-20
| -25% | -$1.7K | ﹤0.01% | 840 |
|
|
2023
Q2 | $6K | Buy |
79
+20
| +34% | +$1.52K | ﹤0.01% | 809 |
|
|
2023
Q1 | $4K | Buy |
59
+4
| +7% | +$271 | ﹤0.01% | 773 |
|
|
2022
Q4 | $2K | Buy |
55
+16
| +41% | +$582 | ﹤0.01% | 907 |
|
|
2022
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 912 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | – | – | 1327 |
|
|
2022
Q1 | $0 | Buy |
7
+4
| +133% | – | ﹤0.01% | 1204 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 938 |
|