CRWM
Castle Rock Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,879
| Closed | -$1.19M | – | 236 |
|
|
2024
Q4 | $1.19M | Sell |
14,879
-1,491
| -9% | -$120K | 0.28% | 95 |
|
|
2024
Q3 | $1.85M | Buy |
16,370
+1,315
| +9% | +$148K | 0.44% | 63 |
|
|
2024
Q2 | $1.47M | Buy |
15,055
+525
| +4% | +$51.4K | 0.37% | 81 |
|
|
2024
Q1 | $1.24M | Buy |
14,530
+1,816
| +14% | +$155K | 0.34% | 92 |
|
|
2023
Q4 | $864K | Buy |
12,714
+47
| +0.4% | +$3.19K | 0.26% | 107 |
|
|
2023
Q3 | $1.05M | Buy |
+12,667
| New | +$1.05M | 0.35% | 73 |
|
|
2022
Q4 | – | Sell |
-10,994
| Closed | -$577K | – | 233 |
|
|
2022
Q3 | $577K | Sell |
10,994
-32
| -0.3% | -$1.68K | 0.29% | 95 |
|
|
2022
Q2 | $502K | Buy |
11,026
+6,299
| +133% | +$287K | 0.26% | 111 |
|
|
2022
Q1 | $316K | Sell |
4,727
-3,628
| -43% | -$243K | 0.15% | 176 |
|
|
2021
Q4 | $497K | Sell |
8,355
-6,033
| -42% | -$359K | 0.2% | 142 |
|
|
2021
Q3 | $1.28M | Sell |
14,388
-884
| -6% | -$78.5K | 0.44% | 72 |
|
|
2021
Q2 | $1.34M | Buy |
+15,272
| New | +$1.34M | 0.49% | 64 |
|