Capstone Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $285K | Sell |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | $235K | Sell |
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|
2015
Q3 | $221K | Buy |
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|
2015
Q2 | $215K | Sell |
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|
2015
Q1 | $224K | Sell |
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|
2014
Q4 | $221K | Sell |
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|
2014
Q3 | $216K | Hold |
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|
2014
Q2 | $203K | Sell |
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|
2014
Q1 | $345K | Sell |
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|
2013
Q4 | $420K | Sell |
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|
2013
Q3 | $796K | Sell |
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|
2013
Q2 | $755K | Buy |
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