Chicago Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-65,320
| Closed | -$3.27M | – | 1013 |
|
|
2019
Q1 | $3.27M | Buy |
+65,320
| New | +$3.27M | 0.13% | 226 |
|
|
2018
Q4 | – | Sell |
-5,080
| Closed | -$268K | – | 916 |
|
|
2018
Q3 | $268K | Sell |
5,080
-4,370
| -46% | -$231K | 0.01% | 751 |
|
|
2018
Q2 | $518K | Sell |
9,450
-5,060
| -35% | -$277K | 0.02% | 641 |
|
|
2018
Q1 | $859K | Buy |
14,510
+2,400
| +20% | +$142K | 0.03% | 525 |
|
|
2017
Q4 | $619K | Buy |
+12,110
| New | +$619K | 0.02% | 581 |
|
|
2014
Q3 | – | Sell |
-149,050
| Closed | -$4.67M | – | 506 |
|
|
2014
Q2 | $4.67M | Sell |
149,050
-237,300
| -61% | -$7.44M | 0.12% | 155 |
|
|
2014
Q1 | $13.1M | Buy |
+386,350
| New | +$13.1M | 0.36% | 97 |
|