Cavalier Investments’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11,104
| Closed | -$498K | – | 95 |
|
2022
Q4 | $498K | Sell |
11,104
-714
| -6% | -$32K | 0.18% | 88 |
|
2022
Q3 | $706K | Sell |
11,818
-4,434
| -27% | -$265K | 0.26% | 55 |
|
2022
Q2 | $681K | Sell |
16,252
-1,602
| -9% | -$67.1K | 0.24% | 84 |
|
2022
Q1 | $1.24M | Sell |
17,854
-3,715
| -17% | -$257K | 0.32% | 76 |
|
2021
Q4 | $1.98M | Sell |
21,569
-1,052
| -5% | -$96.4K | 0.51% | 51 |
|
2021
Q3 | $1.59M | Sell |
22,621
-3,289
| -13% | -$231K | 0.5% | 61 |
|
2021
Q2 | $2M | Hold |
25,910
| – | – | 0.72% | 49 |
|
2021
Q1 | $1.69M | Hold |
25,910
| – | – | 0.73% | 44 |
|
2020
Q4 | $2.08M | Buy |
25,910
+5,200
| +25% | +$416K | 0.95% | 41 |
|
2020
Q3 | $1.07M | Sell |
20,710
-11,770
| -36% | -$610K | 0.73% | 23 |
|
2020
Q2 | $1.32M | Buy |
+32,480
| New | +$1.32M | 0.76% | 27 |
|