Checchi Capital Advisers’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 |
-4,577
| Closed | -$227K | – | 465 |
|
|
2019
Q4 | $227K | Sell |
4,577
-75
| -2% | -$3.72K | 0.03% | 374 |
|
|
2019
Q3 | $217K | Buy |
4,652
+176
| +4% | +$8.21K | 0.03% | 372 |
|
|
2019
Q2 | $223K | Buy |
4,476
+477
| +12% | +$23.8K | 0.03% | 355 |
|
|
2019
Q1 | $200K | Sell |
3,999
-233
| -6% | -$11.7K | 0.02% | 386 |
|
|
2018
Q4 | $207K | Sell |
4,232
-540
| -11% | -$26.4K | 0.03% | 327 |
|
|
2018
Q3 | $252K | Buy |
4,772
+99
| +2% | +$5.23K | 0.03% | 344 |
|
|
2018
Q2 | $256K | Buy |
4,673
+21
| +0.5% | +$1.15K | 0.03% | 327 |
|
|
2018
Q1 | $276K | Buy |
+4,652
| New | +$276K | 0.04% | 308 |
|
|
2016
Q3 | – | Sell |
-4,639
| Closed | -$132K | – | 1370 |
|
|
2016
Q2 | $132K | Sell |
4,639
-529
| -10% | -$15.1K | 0.02% | 462 |
|
|
2016
Q1 | $163K | Buy |
+5,168
| New | +$163K | 0.04% | 402 |
|