Carnegie Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,150
| Closed | -$753K | – | 448 |
|
|
2019
Q4 | $753K | Buy |
15,150
+10,850
| +252% | +$539K | 0.04% | 252 |
|
|
2019
Q3 | $201K | Hold |
4,300
| – | – | 0.01% | 407 |
|
|
2019
Q2 | $215K | Hold |
4,300
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $215K | Hold |
4,300
| – | – | 0.01% | 397 |
|
|
2018
Q4 | $211K | Buy |
+4,300
| New | +$211K | 0.02% | 348 |
|